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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 | $431,692 | $157,304+174.4% | $141,197+205.7% | $152,909+182.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.34% | 64.34%-51.0pp | 71.41%-58.1pp | 345.46%-332.1pp |
| Employer contribution / active EE | $10,477 | $5,263+99.1% | $4,736+121.2% | $4,764+119.9% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $14,618 | $12,126+20.6% | $10,265+42.4% | $11,601+26.0% |