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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 | $376,818 | $88,778+324.4% | $81,844+360.4% | $145,884+158.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.80% | 1033.03%-1024.2pp | 778.87%-770.1pp | 551.85%-543.1pp |
| Employer contribution / active EE | $26,667 | $3,087+763.8% | $2,916+814.4% | $4,662+472.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,839 | $8,430-66.3% | $7,355-61.4% | $13,392-78.8% |