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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 | $266,516 | $125,797+111.9% | $170,057+56.7% | $75,177+254.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 12.62% | 27.20%-14.6pp | 53.42%-40.8pp | 160.75%-148.1pp |
| Employer contribution / active EE | $11,268 | $4,616+144.1% | $6,790+65.9% | $2,671+321.9% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $48,922 | $8,177+498.3% | $12,826+281.4% | $5,651+765.7% |