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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 | $271,575 | $62,672+333.3% | $185,117+46.7% | $70,126+287.3% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 9.46% | 40.79%-31.3pp | 40.50%-31.0pp | 73.15%-63.7pp |
| Employer contribution / active EE | $8,089 | $1,753+361.4% | $4,182+93.4% | $2,343+245.3% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $11,643 | $3,932+196.1% | $8,159+42.7% | $4,645+150.6% |