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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 | $366,412 | $157,304+132.9% | $141,197+159.5% | $152,909+139.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 11.02% | 64.34%-53.3pp | 71.41%-60.4pp | 345.46%-334.4pp |
| Employer contribution / active EE | $26,063 | $5,263+395.3% | $4,736+450.3% | $4,764+447.1% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,668 | $12,126-78.0% | $10,265-74.0% | $11,601-77.0% |