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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 | $333,337 | $123,982+168.9% | $69,701+378.2% | $145,959+128.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 4.46% | 191.01%-186.6pp | 100.32%-95.9pp | 561.95%-557.5pp |
| Employer contribution / active EE | $13,849 | $2,681+416.5% | $1,713+708.3% | $4,661+197.1% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $2,887-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,497 | $7,867-68.3% | $4,717-47.1% | $13,398-81.4% |