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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 | $356,733 | $88,778+301.8% | $81,844+335.9% | $145,884+144.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.72% | 1033.03%-1027.3pp | 778.87%-773.2pp | 551.85%-546.1pp |
| Employer contribution / active EE | $4,496 | $3,087+45.6% | $2,916+54.2% | $4,662-3.6% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $31,076 | $8,430+268.6% | $7,355+322.5% | $13,392+132.1% |