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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 | $260,199 | $175,231+48.5% | $149,696+73.8% | $139,466+86.6% |
| Participation rate | 95.8% | 83.4%+12.4pp | 78.8%+17.1pp | 80.3%+15.5pp |
| Annual return | 8.51% | 166.77%-158.3pp | 134.46%-125.9pp | 373.66%-365.2pp |
| Employer contribution / active EE | $10,256 | $5,478+87.2% | $4,821+112.8% | $4,754+115.7% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $8,295 | $16,155-48.7% | $13,212-37.2% | $11,409-27.3% |