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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 | $287,258 | $96,508+197.7% | $75,901+278.5% | $152,897+87.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 3.38% | 33.99%-30.6pp | 30.76%-27.4pp | 345.43%-342.1pp |
| Employer contribution / active EE | $12,129 | $3,310+266.4% | $2,501+385.0% | $4,764+154.6% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $457 | $8,081-94.3% | $5,420-91.6% | $11,599-96.1% |