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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 | $269,126 | $183,988+46.3% | $162,177+65.9% | $152,897+76.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 8.53% | 150.79%-142.3pp | 115.60%-107.1pp | 345.43%-336.9pp |
| Employer contribution / active EE | $25,568 | $6,370+301.4% | $5,613+355.5% | $4,764+436.7% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $22,213 | $13,123+69.3% | $10,843+104.9% | $11,599+91.5% |