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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 | $597,296 | $90,509+559.9% | $78,693+659.0% | $273,968+118.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.11% | 75.61%-75.5pp | 62.18%-62.1pp | 41.45%-41.3pp |
| Employer contribution / active EE | $15,000 | $3,175+372.4% | $2,850+426.3% | $4,869+208.1% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $82,855 | $5,264+1474.0% | $4,511+1736.8% | $10,132+717.7% |