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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 | $425,574 | $88,672+379.9% | $105,223+304.4% | $82,448+416.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 4.45% | 30.86%-26.4pp | 180.65%-176.2pp | 41.64%-37.2pp |
| Employer contribution / active EE | $35,759 | $3,048+1073.2% | $3,689+869.5% | $2,551+1301.8% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $30,293 | $7,146+323.9% | $8,859+242.0% | $7,234+318.7% |