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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 | $511,840 | $70,366+627.4% | $66,674+667.7% | $138,895+268.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 12.02% | 386.41%-374.4pp | 321.24%-309.2pp | 145.39%-133.4pp |
| Employer contribution / active EE | $44,600 | $2,765+1513.0% | $2,620+1602.2% | $4,194+963.4% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $12,054 | $5,262+129.1% | $5,098+136.4% | $12,562-4.0% |