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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 | $364,736 | $114,119+219.6% | $107,187+240.3% | $138,895+162.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 8.92% | 273.21%-264.3pp | 204.55%-195.6pp | 145.39%-136.5pp |
| Employer contribution / active EE | $15,572 | $4,059+283.7% | $3,782+311.7% | $4,194+271.3% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $14,484 | $10,024+44.5% | $9,162+58.1% | $12,562+15.3% |