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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 | $602,321 | $96,524+524.0% | $75,900+693.6% | $152,909+293.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 2.33% | 33.93%-31.6pp | 30.73%-28.4pp | 345.46%-343.1pp |
| Employer contribution / active EE | $8,750 | $3,311+164.3% | $2,501+249.8% | $4,764+83.7% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,604-100.0% | $5,851-100.0% |
| Admin fee / account holder | $14,973 | $8,082+85.3% | $5,421+176.2% | $11,601+29.1% |