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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 | $392,529 | $89,259+339.8% | $107,187+266.2% | $82,637+375.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 6.48% | 21.02%-14.5pp | 204.55%-198.1pp | 53.51%-47.0pp |
| Employer contribution / active EE | $13,721 | $3,080+345.5% | $3,782+262.8% | $2,552+437.6% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $12,603 | $7,381+70.7% | $9,162+37.6% | $7,339+71.7% |