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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 | $273,626 | $125,237+118.5% | $105,608+159.1% | $145,877+87.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 7.94% | 225.76%-217.8pp | 116.50%-108.6pp | 551.28%-543.3pp |
| Employer contribution / active EE | $9,286 | $3,720+149.6% | $3,167+193.2% | $4,663+99.1% |
| Participant deferral / active EE | $0 | $5,711-100.0% | $5,010-100.0% | $6,691-100.0% |
| Admin fee / account holder | $45,299 | $17,287+162.0% | $11,028+310.8% | $13,402+238.0% |