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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 | $310,073 | $78,682+294.1% | $109,188+184.0% | $85,851+261.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 4.15% | 25.09%-20.9pp | 25.76%-21.6pp | 318.63%-314.5pp |
| Employer contribution / active EE | $8,571 | $2,734+213.5% | $3,723+130.2% | $2,565+234.1% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $9,259 | $5,470+69.3% | $6,755+37.1% | $6,261+47.9% |