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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 | $436,040 | $105,158+314.7% | $94,672+360.6% | $139,487+212.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 10.51% | 38.11%-27.6pp | 156.89%-146.4pp | 373.84%-363.3pp |
| Employer contribution / active EE | $14,020 | $4,107+241.3% | $3,673+281.7% | $4,755+194.9% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2,500 | $8,972-72.1% | $7,222-65.4% | $11,407-78.1% |