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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 | $399,149 | $210,698+89.4% | $178,014+124.2% | $145,959+173.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.27% | 386.27%-379.0pp | 294.80%-287.5pp | 561.95%-554.7pp |
| Employer contribution / active EE | $16,450 | $4,567+260.2% | $3,950+316.5% | $4,661+252.9% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,689-100.0% |
| Admin fee / account holder | $22,932 | $12,016+90.8% | $10,362+121.3% | $13,398+71.2% |