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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 | $300,232 | $99,921+200.5% | $85,009+253.2% | $145,959+105.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 5.66% | 83.89%-78.2pp | 66.47%-60.8pp | 561.95%-556.3pp |
| Employer contribution / active EE | $459 | $3,233-85.8% | $2,728-83.2% | $4,661-90.2% |
| Participant deferral / active EE | $459 | $5,293-91.3% | $4,522-89.9% | $6,689-93.1% |
| Admin fee / account holder | $3,095 | $7,252-57.3% | $6,153-49.7% | $13,398-76.9% |