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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $334,781 | $103,393+223.8% | $87,103+284.4% | $152,909+118.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 5.55% | 28.10%-22.5pp | 28.19%-22.6pp | 345.46%-339.9pp |
| Employer contribution / active EE | $4,625 | $3,221+43.6% | $2,521+83.4% | $4,764-2.9% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $20,249 | $12,195+66.0% | $7,491+170.3% | $11,601+74.6% |