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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 | $341,824 | $157,304+117.3% | $141,197+142.1% | $152,909+123.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 1.62% | 64.34%-62.7pp | 71.41%-69.8pp | 345.46%-343.8pp |
| Employer contribution / active EE | $12,500 | $5,263+137.5% | $4,736+163.9% | $4,764+162.4% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,889 | $12,126-76.2% | $10,265-71.9% | $11,601-75.1% |