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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 | $474,748 | $140,592+237.7% | $123,105+285.6% | $125,389+278.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -7.20% | 16.80%-24.0pp | 13.22%-20.4pp | 282.24%-289.4pp |
| Employer contribution / active EE | $14,696 | $6,041+143.3% | $5,151+185.3% | $4,866+202.0% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $21,803 | $11,198+94.7% | $9,014+141.9% | $9,541+128.5% |