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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 | $427,455 | $109,872+289.0% | $98,483+334.0% | $167,536+155.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 7.71% | 1959.31%-1951.6pp | 1494.38%-1486.7pp | 478.82%-471.1pp |
| Employer contribution / active EE | $18,333 | $3,225+468.5% | $2,961+519.2% | $4,839+278.9% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,794 | $6,757-14.2% | $5,953-2.7% | $12,315-52.9% |