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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 | $279,868 | $59,839+367.7% | $81,991+241.3% | $79,852+250.5% |
| Participation rate | 85.4% | 61.6%+23.7pp | 69.3%+16.1pp | 69.6%+15.7pp |
| Annual return | -5.29% | 17.56%-22.9pp | 41.31%-46.6pp | 31.72%-37.0pp |
| Employer contribution / active EE | $9,756 | $1,713+469.4% | $2,498+290.5% | $2,471+294.8% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $10,250 | $4,287+139.1% | $5,665+80.9% | $5,306+93.2% |