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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 | $266,763 | $99,652+167.7% | $78,778+238.6% | $147,586+80.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 1.51% | 47.28%-45.8pp | 35.62%-34.1pp | 578.59%-577.1pp |
| Employer contribution / active EE | $791 | $2,796-71.7% | $1,986-60.2% | $4,876-83.8% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8,878 | $7,155+24.1% | $5,134+72.9% | $10,886-18.4% |