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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 | $316,950 | $106,005+199.0% | $92,239+243.6% | $147,585+114.8% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 7.52% | 50.05%-42.5pp | 176.29%-168.8pp | 578.58%-571.1pp |
| Employer contribution / active EE | $12,776 | $4,333+194.8% | $3,680+247.2% | $4,876+162.0% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8,970 | $6,333+41.6% | $5,194+72.7% | $10,886-17.6% |