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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 | $762,699 | $150,446+407.0% | $136,297+459.6% | $147,585+416.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.67% | 1049.14%-1042.5pp | 5156.19%-5149.5pp | 578.58%-571.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,719 | $6,631-74.1% | $6,247-72.5% | $5,439-68.4% |
| Admin fee / account holder | $29,690 | $10,906+172.2% | $9,244+221.2% | $10,886+172.7% |