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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 | $302,451 | $149,040+102.9% | $120,225+151.6% | $137,256+120.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 8.27% | 605.68%-597.4pp | 439.23%-431.0pp | 220.34%-212.1pp |
| Employer contribution / active EE | $27,973 | $4,350+543.0% | $3,475+704.9% | $4,156+573.1% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,053 | $6,348-67.7% | $5,696-64.0% | $12,270-83.3% |