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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 | $661,561 | $110,410+499.2% | $102,437+545.8% | $145,897+353.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.66% | 24.85%-18.2pp | 24.95%-18.3pp | 552.29%-545.6pp |
| Employer contribution / active EE | $24,084 | $4,217+471.1% | $3,871+522.2% | $4,663+416.5% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $46,884 | $9,745+381.1% | $8,388+458.9% | $13,390+250.1% |