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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 | $376,347 | $65,566+474.0% | $86,235+336.4% | $75,177+400.6% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 8.84% | 46.07%-37.2pp | 1170.03%-1161.2pp | 160.75%-151.9pp |
| Employer contribution / active EE | $11,189 | $1,553+620.3% | $2,381+369.9% | $2,671+318.9% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,987-100.0% | $4,126-100.0% |
| Admin fee / account holder | $11,670 | $5,470+113.4% | $6,856+70.2% | $5,651+106.5% |