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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 | $305,625 | $124,351+145.8% | $109,188+179.9% | $167,553+82.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 7.56% | 26.04%-18.5pp | 25.76%-18.2pp | 478.89%-471.3pp |
| Employer contribution / active EE | $13,858 | $4,210+229.2% | $3,723+272.2% | $4,840+186.3% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $60,500 | $7,975+658.6% | $6,755+795.6% | $12,316+391.2% |