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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 | $728,908 | $91,536+696.3% | $130,062+460.4% | $75,177+869.6% |
| Participation rate | 98.9% | 71.5%+27.4pp | 78.5%+20.4pp | 67.2%+31.7pp |
| Annual return | 12.14% | -631.62%+643.8pp | -137.37%+149.5pp | 160.75%-148.6pp |
| Employer contribution / active EE | $12,610 | $2,845+343.2% | $4,322+191.7% | $2,671+372.1% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $26,974 | $6,780+297.9% | $10,601+154.5% | $5,651+377.3% |