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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 | $321,699 | $106,003+203.5% | $92,236+248.8% | $147,585+118.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.93% | 50.05%-41.1pp | 176.29%-167.4pp | 578.57%-569.6pp |
| Employer contribution / active EE | $17,967 | $4,333+314.6% | $3,679+388.3% | $4,876+268.5% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,958 | $6,333-69.1% | $5,194-62.3% | $10,885-82.0% |