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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 | $319,434 | $106,923+198.8% | $84,023+280.2% | $152,909+108.9% |
| Participation rate | 90.9% | 75.3%+15.7pp | 69.0%+21.9pp | 82.5%+8.5pp |
| Annual return | 1.48% | 105.02%-103.5pp | 71.32%-69.8pp | 345.46%-344.0pp |
| Employer contribution / active EE | $5,909 | $2,735+116.0% | $1,984+197.9% | $4,764+24.0% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,731 | $8,289-79.1% | $6,102-71.6% | $11,601-85.1% |