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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 | $268,406 | $134,817+99.1% | $123,973+116.5% | $155,188+73.0% |
| Participation rate | 95.2% | 79.4%+15.8pp | 76.7%+18.6pp | 80.8%+14.4pp |
| Annual return | 5.79% | 515.49%-509.7pp | 388.13%-382.3pp | 148.84%-143.0pp |
| Employer contribution / active EE | $9,524 | $4,425+115.2% | $4,126+130.8% | $4,248+124.2% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $4,720 | $13,245-64.4% | $11,799-60.0% | $14,480-67.4% |