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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 | $358,110 | $157,296+127.7% | $141,191+153.6% | $152,897+134.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 12.99% | 64.34%-51.3pp | 71.41%-58.4pp | 345.43%-332.4pp |
| Employer contribution / active EE | $17,000 | $5,262+223.1% | $4,736+259.0% | $4,764+256.9% |
| Participant deferral / active EE | $206 | $7,111-97.1% | $6,710-96.9% | $5,851-96.5% |
| Admin fee / account holder | $134,220 | $12,125+1007.0% | $10,264+1207.7% | $11,599+1057.1% |