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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 | $251,603 | $175,259+43.6% | $149,723+68.0% | $139,487+80.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.08% | 166.82%-157.7pp | 134.50%-125.4pp | 373.84%-364.8pp |
| Employer contribution / active EE | $23,625 | $5,478+331.3% | $4,821+390.0% | $4,755+396.9% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $10,490 | $16,158-35.1% | $13,215-20.6% | $11,407-8.0% |