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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 | $391,690 | $96,236+307.0% | $133,698+193.0% | $80,959+383.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.4%+23.6pp | 67.7%+32.3pp |
| Annual return | 7.99% | 28.74%-20.7pp | 580.90%-572.9pp | 35.67%-27.7pp |
| Employer contribution / active EE | $18,864 | $3,350+463.0% | $4,218+347.3% | $2,757+584.2% |
| Participant deferral / active EE | $0 | $5,709-100.0% | $7,016-100.0% | $4,300-100.0% |
| Admin fee / account holder | $576 | $8,250-93.0% | $6,703-91.4% | $6,925-91.7% |