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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 | $301,412 | $99,652+202.5% | $78,778+282.6% | $147,586+104.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 2.84% | 47.28%-44.4pp | 35.62%-32.8pp | 578.59%-575.8pp |
| Employer contribution / active EE | $6,000 | $2,796+114.6% | $1,986+202.2% | $4,876+23.0% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,320 | $7,155+2.3% | $5,134+42.6% | $10,886-32.8% |