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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 | $320,912 | $111,535+187.7% | $105,223+205.0% | $137,256+133.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 8.59% | 237.85%-229.3pp | 180.65%-172.1pp | 220.34%-211.8pp |
| Employer contribution / active EE | $34,413 | $3,939+773.6% | $3,689+833.0% | $4,156+728.0% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $177,623 | $9,721+1727.1% | $8,859+1905.0% | $12,270+1347.6% |