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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 | $264,605 | $124,346+112.8% | $111,308+137.7% | $167,536+57.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 1.76% | 37.45%-35.7pp | 54.67%-52.9pp | 478.82%-477.1pp |
| Employer contribution / active EE | $5,714 | $3,437+66.2% | $2,732+109.2% | $4,839+18.1% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,356 | $10,621-87.2% | $7,965-83.0% | $12,315-89.0% |