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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 | $262,149 | $108,882+140.8% | $96,754+170.9% | $154,746+69.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 3.68% | 98.39%-94.7pp | 82.04%-78.4pp | 172.34%-168.7pp |
| Employer contribution / active EE | $25,200 | $3,018+734.9% | $2,679+840.6% | $4,379+475.5% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $341,890 | $10,200+3251.8% | $8,905+3739.4% | $14,365+2280.0% |