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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 | $287,334 | $117,846+143.8% | $102,434+180.5% | $145,884+97.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 5.43% | 31.90%-26.5pp | 29.46%-24.0pp | 551.85%-546.4pp |
| Employer contribution / active EE | $27,391 | $3,615+657.8% | $3,023+806.0% | $4,662+487.5% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $69,059 | $13,356+417.1% | $9,462+629.9% | $13,392+415.7% |