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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 | $353,142 | $174,379+102.5% | $152,093+132.2% | $138,895+154.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 9.21% | 74.86%-65.6pp | 66.36%-57.1pp | 145.39%-136.2pp |
| Employer contribution / active EE | $26,368 | $4,652+466.8% | $4,175+531.6% | $4,194+528.7% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $8,313 | $16,880-50.8% | $14,497-42.7% | $12,562-33.8% |