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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 | $292,855 | $112,729+159.8% | $98,716+196.7% | $137,256+113.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 8.32% | 38.48%-30.2pp | 31.81%-23.5pp | 220.34%-212.0pp |
| Employer contribution / active EE | $19,700 | $2,725+622.9% | $2,279+764.6% | $4,156+374.0% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $19,991 | $10,129+97.4% | $8,703+129.7% | $12,270+62.9% |