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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 | $282,247 | $65,367+331.8% | $92,915+203.8% | $72,976+286.8% |
| Participation rate | 96.2% | 68.3%+27.8pp | 76.0%+20.1pp | 69.5%+26.7pp |
| Annual return | 4.11% | 42.11%-38.0pp | 109.45%-105.3pp | 81.02%-76.9pp |
| Employer contribution / active EE | $25,079 | $2,594+866.9% | $3,653+586.4% | $2,440+927.8% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,775 | $4,251-34.7% | $5,796-52.1% | $5,124-45.9% |