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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 | $455,818 | $180,749+152.2% | $160,784+183.5% | $137,256+232.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 9.97% | 2234.46%-2224.5pp | 1803.92%-1793.9pp | 220.34%-210.4pp |
| Employer contribution / active EE | $14,909 | $4,155+258.8% | $3,733+299.4% | $4,156+258.7% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,022 | $10,397-51.7% | $9,717-48.3% | $12,270-59.1% |