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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 | $276,509 | $162,529+70.1% | $130,788+111.4% | $154,746+78.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 6.86% | 510.48%-503.6pp | 386.44%-379.6pp | 172.34%-165.5pp |
| Employer contribution / active EE | $27,772 | $4,447+524.5% | $3,558+680.6% | $4,379+534.2% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $11,776 | $7,669+53.6% | $6,673+76.5% | $14,365-18.0% |