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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 | $354,351 | $78,428+351.8% | $95,960+269.3% | $79,852+343.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 5.85% | 19.37%-13.5pp | 91.63%-85.8pp | 31.72%-25.9pp |
| Employer contribution / active EE | $25,832 | $1,945+1227.9% | $2,541+916.5% | $2,471+945.3% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $51,716 | $5,622+819.9% | $6,797+660.9% | $5,306+874.6% |