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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 | $260,934 | $184,014+41.8% | $161,149+61.9% | $138,895+87.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | -4.78% | 21.52%-26.3pp | 21.16%-25.9pp | 145.39%-150.2pp |
| Employer contribution / active EE | $12,000 | $5,055+137.4% | $4,360+175.2% | $4,194+186.1% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $74,509 | $18,027+313.3% | $15,194+390.4% | $12,562+493.1% |