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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 | $266,567 | $58,391+356.5% | $76,667+247.7% | $72,976+265.3% |
| Participation rate | 85.7% | 67.4%+18.3pp | 72.1%+13.6pp | 69.5%+16.2pp |
| Annual return | 15.54% | 2306.65%-2291.1pp | 1166.74%-1151.2pp | 81.02%-65.5pp |
| Employer contribution / active EE | $15,283 | $1,787+755.3% | $2,303+563.6% | $2,440+526.3% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,608-100.0% |
| Admin fee / account holder | $10,077 | $4,014+151.0% | $6,423+56.9% | $5,124+96.7% |