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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 | $301,450 | $110,212+173.5% | $96,534+212.3% | $139,466+116.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 6.92% | 26.42%-19.5pp | 25.88%-19.0pp | 373.66%-366.7pp |
| Employer contribution / active EE | $7,500 | $3,620+107.2% | $2,965+152.9% | $4,754+57.8% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $51,695 | $11,599+345.7% | $8,253+526.4% | $11,409+353.1% |