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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 | $295,276 | $95,415+209.5% | $185,851+58.9% | $85,851+243.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 10.66% | 23.59%-12.9pp | 122.11%-111.4pp | 318.63%-308.0pp |
| Employer contribution / active EE | $9,203 | $3,314+177.7% | $5,168+78.1% | $2,565+258.7% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $11,520 | $7,215+59.7% | $16,245-29.1% | $6,261+84.0% |