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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 | $272,448 | $91,537+197.6% | $130,045+109.5% | $75,173+262.4% |
| Participation rate | 87.1% | 71.5%+15.6pp | 78.5%+8.6pp | 67.2%+19.9pp |
| Annual return | 12.41% | -631.55%+644.0pp | -137.30%+149.7pp | 160.72%-148.3pp |
| Employer contribution / active EE | $8,065 | $2,845+183.5% | $4,321+86.6% | $2,671+201.9% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $11,145 | $6,780+64.4% | $10,600+5.1% | $5,651+97.2% |