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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 | $89,259+250.5% | $107,187+191.9% | $82,637+278.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 12.08% | 21.02%-8.9pp | 204.55%-192.5pp | 53.51%-41.4pp |
| Employer contribution / active EE | $15,124 | $3,080+391.0% | $3,782+299.9% | $2,552+492.6% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $32,508 | $7,381+340.4% | $9,162+254.8% | $7,339+343.0% |