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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 | $335,726 | $144,130+132.9% | $117,861+184.8% | $147,586+127.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 5.28% | 531.20%-525.9pp | 335.11%-329.8pp | 578.59%-573.3pp |
| Employer contribution / active EE | $15,322 | $4,897+212.9% | $3,786+304.7% | $4,876+214.2% |
| Participant deferral / active EE | $377 | $5,316-92.9% | $4,482-91.6% | $5,439-93.1% |
| Admin fee / account holder | $2,492 | $10,887-77.1% | $8,021-68.9% | $10,886-77.1% |