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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 | $268,104 | $112,131+139.1% | $95,964+179.4% | $158,982+68.6% |
| Participation rate | 95.2% | 79.0%+16.2pp | 77.1%+18.2pp | 82.0%+13.3pp |
| Annual return | 1.58% | 171.19%-169.6pp | 91.64%-90.1pp | 302.99%-301.4pp |
| Employer contribution / active EE | $16,847 | $3,199+426.6% | $2,541+562.9% | $4,763+253.7% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,973 | $10,136-41.1% | $6,797-12.1% | $11,252-46.9% |