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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 | $361,322 | $109,967+228.6% | $97,197+271.7% | $145,877+147.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 6.67% | 244.27%-237.6pp | 75.47%-68.8pp | 551.28%-544.6pp |
| Employer contribution / active EE | $4,154 | $3,077+35.0% | $2,723+52.6% | $4,663-10.9% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,099 | $6,199-66.1% | $5,637-62.8% | $13,402-84.3% |