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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 | $129,737+147.4% | $119,126+169.4% | $154,746+107.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 8.59% | 379.08%-370.5pp | 282.11%-273.5pp | 172.34%-163.7pp |
| Employer contribution / active EE | $34,413 | $4,375+686.6% | $4,034+753.2% | $4,379+685.9% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $177,623 | $11,961+1385.1% | $10,693+1561.1% | $14,365+1136.5% |