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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 | $274,478 | $115,810+137.0% | $101,271+171.0% | $158,966+72.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 5.25% | 56.15%-50.9pp | 46.48%-41.2pp | 302.95%-297.7pp |
| Employer contribution / active EE | $23,537 | $4,175+463.7% | $3,660+543.1% | $4,762+394.2% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $84,475 | $7,248+1065.5% | $5,948+1320.3% | $11,250+650.9% |