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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 | $891,090 | $176,402+405.1% | $134,162+564.2% | $158,982+460.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 0.06% | 63.66%-63.6pp | 36.35%-36.3pp | 302.99%-302.9pp |
| Employer contribution / active EE | $38,042 | $5,042+654.5% | $3,705+926.8% | $4,763+698.7% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $32,296 | $8,719+270.4% | $6,685+383.1% | $11,252+187.0% |