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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 | $266,991 | $67,411+296.1% | $91,004+193.4% | $70,126+280.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 5.12% | -40.16%+45.3pp | 4.60%+0.5pp | 73.15%-68.0pp |
| Employer contribution / active EE | $9,583 | $1,786+436.6% | $2,456+290.3% | $2,343+309.1% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $16,304 | $4,236+284.9% | $5,417+201.0% | $4,645+251.0% |