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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 | $380,680 | $107,079+255.5% | $151,266+151.7% | $87,485+335.1% |
| Participation rate | 100.0% | 71.1%+28.9pp | 77.0%+23.0pp | 68.9%+31.1pp |
| Annual return | 8.83% | 22.17%-13.3pp | 180.60%-171.8pp | 26.06%-17.2pp |
| Employer contribution / active EE | $17,978 | $3,174+466.4% | $4,237+324.3% | $2,596+592.5% |
| Participant deferral / active EE | $0 | $5,789-100.0% | $7,337-100.0% | $4,274-100.0% |
| Admin fee / account holder | $22,699 | $8,059+181.7% | $13,159+72.5% | $7,775+192.0% |