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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 | $125,184+118.6% | $105,607+159.1% | $145,884+87.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 7.94% | 225.00%-217.1pp | 116.11%-108.2pp | 551.85%-543.9pp |
| Employer contribution / active EE | $9,286 | $3,720+149.6% | $3,167+193.2% | $4,662+99.2% |
| Participant deferral / active EE | $0 | $5,714-100.0% | $5,011-100.0% | $6,690-100.0% |
| Admin fee / account holder | $45,299 | $17,133+164.4% | $10,958+313.4% | $13,392+238.3% |