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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 | $567,300 | $110,093+415.3% | $97,295+483.1% | $145,897+288.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 5.65% | 244.76%-239.1pp | 75.62%-70.0pp | 552.29%-546.6pp |
| Employer contribution / active EE | $43,161 | $3,077+1302.6% | $2,723+1485.1% | $4,663+825.7% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $7,000 | $6,212+12.7% | $5,646+24.0% | $13,390-47.7% |