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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 | $532,753 | $127,779+316.9% | $106,551+400.0% | $167,518+218.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 7.15% | 33.87%-26.7pp | 26.80%-19.7pp | 478.71%-471.6pp |
| Employer contribution / active EE | $9,810 | $3,427+186.2% | $2,819+248.0% | $4,838+102.7% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,398-100.0% | $6,342-100.0% |
| Admin fee / account holder | $37,653 | $11,228+235.4% | $7,408+408.3% | $12,312+205.8% |