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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 | $318,612 | $103,393+208.2% | $87,103+265.8% | $152,909+108.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 2.36% | 28.10%-25.7pp | 28.19%-25.8pp | 345.46%-343.1pp |
| Employer contribution / active EE | $7,692 | $3,221+138.8% | $2,521+205.1% | $4,764+61.5% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $118,330 | $12,195+870.3% | $7,491+1479.5% | $11,601+920.0% |