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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 | $405,526 | $175,257+131.4% | $149,717+170.9% | $139,456+190.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.38% | 166.70%-158.3pp | 134.41%-126.0pp | 373.45%-365.1pp |
| Employer contribution / active EE | $12,827 | $5,477+134.2% | $4,820+166.1% | $4,753+169.9% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,777 | $16,156-82.8% | $13,213-79.0% | $11,407-75.7% |