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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 | $279,658 | $165,939+68.5% | $122,354+128.6% | $147,586+89.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 5.31% | 34.56%-29.2pp | 30.28%-25.0pp | 578.59%-573.3pp |
| Employer contribution / active EE | $2,711 | $5,754-52.9% | $4,051-33.1% | $4,876-44.4% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $11,888 | $7,425+60.1% | $5,479+117.0% | $10,886+9.2% |