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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 | $614,333 | $142,426+331.3% | $115,167+433.4% | $152,909+301.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 4.57% | 41.48%-36.9pp | 35.60%-31.0pp | 345.46%-340.9pp |
| Employer contribution / active EE | $11,429 | $4,011+185.0% | $3,179+259.5% | $4,764+139.9% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $23,086 | $8,464+172.8% | $7,089+225.7% | $11,601+99.0% |