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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 | $255,994 | $84,741+202.1% | $75,731+238.0% | $167,553+52.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 9.22% | 199.72%-190.5pp | 104.65%-95.4pp | 478.89%-469.7pp |
| Employer contribution / active EE | $10,291 | $3,230+218.6% | $2,743+275.2% | $4,840+112.6% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,343-100.0% |
| Admin fee / account holder | $8,781 | $5,361+63.8% | $3,620+142.6% | $12,316-28.7% |