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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 | $312,875 | $93,345+235.2% | $119,126+162.6% | $87,485+257.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 12.08% | 19.08%-7.0pp | 282.11%-270.0pp | 26.06%-14.0pp |
| Employer contribution / active EE | $15,124 | $3,172+376.8% | $4,034+274.9% | $2,596+482.5% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $32,508 | $8,039+304.4% | $10,693+204.0% | $7,775+318.1% |