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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 | $424,883 | $232,540+82.7% | $185,117+129.5% | $147,586+187.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 5.56% | 43.03%-37.5pp | 40.50%-34.9pp | 578.59%-573.0pp |
| Employer contribution / active EE | $32,942 | $5,195+534.1% | $4,182+687.8% | $4,876+575.5% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $764 | $10,275-92.6% | $8,159-90.6% | $10,886-93.0% |