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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 | $312,347 | $115,796+169.7% | $101,264+208.4% | $158,950+96.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 5.46% | 56.15%-50.7pp | 46.48%-41.0pp | 302.91%-297.4pp |
| Employer contribution / active EE | $38,472 | $4,175+821.4% | $3,660+951.2% | $4,762+707.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $65,430 | $7,247+802.8% | $5,947+1000.2% | $11,248+481.7% |