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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 | $343,891 | $160,040+114.9% | $147,096+133.8% | $145,877+135.7% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 4.15% | 98.49%-94.3pp | 419.75%-415.6pp | 551.28%-547.1pp |
| Employer contribution / active EE | $1,417 | $5,289-73.2% | $4,936-71.3% | $4,663-69.6% |
| Participant deferral / active EE | $1,876 | $8,429-77.7% | $8,071-76.8% | $6,691-72.0% |
| Admin fee / account holder | $37,801 | $15,050+151.2% | $13,005+190.7% | $13,402+182.0% |