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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 | $424,675 | $202,463+109.8% | $169,397+150.7% | $139,487+204.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 3.36% | 532.64%-529.3pp | 406.23%-402.9pp | 373.84%-370.5pp |
| Employer contribution / active EE | $26,442 | $4,694+463.3% | $4,013+558.9% | $4,755+456.1% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $138,212 | $10,726+1188.5% | $9,017+1432.7% | $11,407+1111.6% |