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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 | $256,200 | $166,268+54.1% | $165,100+55.2% | $145,897+75.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.77% | 100.52%-92.8pp | 70.21%-62.4pp | 552.29%-544.5pp |
| Employer contribution / active EE | $11,651 | $5,284+120.5% | $4,348+168.0% | $4,663+149.9% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $905 | $16,659-94.6% | $12,696-92.9% | $13,390-93.2% |