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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 | $293,682 | $105,200+179.2% | $159,474+84.2% | $85,847+242.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 6.69% | 45.08%-38.4pp | 263.68%-257.0pp | 318.61%-311.9pp |
| Employer contribution / active EE | $32,746 | $3,319+886.7% | $4,831+577.9% | $2,565+1176.5% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,846 | $6,934-44.5% | $10,802-64.4% | $6,261-38.6% |