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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 | $293,170 | $149,040+96.7% | $120,225+143.9% | $137,256+113.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 6.97% | 605.68%-598.7pp | 439.23%-432.3pp | 220.34%-213.4pp |
| Employer contribution / active EE | $31,583 | $4,350+626.0% | $3,475+808.8% | $4,156+659.9% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $31,763 | $6,348+400.4% | $5,696+457.6% | $12,270+158.9% |