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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 | $264,221 | $103,008+156.5% | $90,304+192.6% | $152,897+72.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 4.61% | 95.22%-90.6pp | 78.13%-73.5pp | 345.43%-340.8pp |
| Employer contribution / active EE | $19,137 | $3,139+509.6% | $2,855+570.3% | $4,764+301.7% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,418 | $6,175-77.0% | $5,354-73.5% | $11,599-87.8% |