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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 | $318,895 | $68,681+364.3% | $86,615+268.2% | $85,847+271.5% |
| Participation rate | 81.4% | 66.4%+15.0pp | 71.6%+9.8pp | 69.3%+12.1pp |
| Annual return | 5.50% | 20.12%-14.6pp | 63.51%-58.0pp | 318.61%-313.1pp |
| Employer contribution / active EE | $11,329 | $1,880+502.5% | $2,496+353.9% | $2,565+341.6% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,699-100.0% | $3,952-100.0% |
| Admin fee / account holder | $63,861 | $5,974+968.9% | $5,830+995.5% | $6,261+920.0% |