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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 | $298,300 | $70,366+323.9% | $66,674+347.4% | $138,895+114.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 10.03% | 386.41%-376.4pp | 321.24%-311.2pp | 145.39%-135.4pp |
| Employer contribution / active EE | $10,740 | $2,765+288.4% | $2,620+309.9% | $4,194+156.1% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,941 | $5,262-44.1% | $5,098-42.3% | $12,562-76.6% |