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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 | $275,548 | $157,296+75.2% | $141,191+95.2% | $152,897+80.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.48% | 64.34%-49.9pp | 71.41%-56.9pp | 345.43%-331.0pp |
| Employer contribution / active EE | $11,544 | $5,262+119.4% | $4,736+143.7% | $4,764+142.3% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,400 | $12,125-80.2% | $10,264-76.6% | $11,599-79.3% |