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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 | $391,037 | $112,729+246.9% | $98,716+296.1% | $137,256+184.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 6.66% | 38.48%-31.8pp | 31.81%-25.1pp | 220.34%-213.7pp |
| Employer contribution / active EE | $17,500 | $2,725+542.1% | $2,279+668.0% | $4,156+321.1% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $15,083 | $10,129+48.9% | $8,703+73.3% | $12,270+22.9% |