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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 | $635,063 | $127,296+398.9% | $109,907+477.8% | $167,536+279.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 1.31% | 22.97%-21.7pp | 29.46%-28.1pp | 478.82%-477.5pp |
| Employer contribution / active EE | $32,222 | $3,325+869.1% | $2,844+1033.0% | $4,839+565.9% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,342-100.0% |
| Admin fee / account holder | $199,099 | $7,119+2696.6% | $6,069+3180.8% | $12,315+1516.8% |