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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 | $337,688 | $109,908+207.2% | $97,161+247.6% | $145,978+131.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 3.50% | 243.80%-240.3pp | 75.36%-71.9pp | 550.52%-547.0pp |
| Employer contribution / active EE | $5,981 | $3,077+94.4% | $2,723+119.6% | $4,662+28.3% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $4,265-100.0% | $6,690-100.0% |
| Admin fee / account holder | $8,672 | $6,213+39.6% | $5,647+53.6% | $13,400-35.3% |