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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 | $291,523 | $63,346+360.2% | $92,240+216.0% | $70,126+315.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 6.97% | 530.19%-523.2pp | 176.29%-169.3pp | 73.15%-66.2pp |
| Employer contribution / active EE | $17,683 | $2,471+615.5% | $3,680+380.6% | $2,343+654.9% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,403 | $3,841+66.7% | $5,194+23.3% | $4,645+37.8% |