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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 | $412,393 | $156,927+162.8% | $121,169+240.3% | $139,456+195.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 1.45% | 1475.85%-1474.4pp | 986.71%-985.3pp | 373.45%-372.0pp |
| Employer contribution / active EE | $27,982 | $5,542+404.9% | $4,168+571.4% | $4,753+488.8% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,711-100.0% |
| Admin fee / account holder | $49,253 | $6,946+609.1% | $5,645+772.5% | $11,407+331.8% |