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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 | $268,054 | $183,592+46.0% | $155,574+72.3% | $145,877+83.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.22% | 61.37%-57.2pp | 64.87%-60.6pp | 551.28%-547.1pp |
| Employer contribution / active EE | $46,368 | $5,317+772.1% | $4,676+891.7% | $4,663+894.4% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $437 | $19,316-97.7% | $15,914-97.3% | $13,402-96.7% |