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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 | $429,937 | $185,225+132.1% | $142,898+200.9% | $167,553+156.6% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 6.64% | 8558.12%-8551.5pp | 5639.64%-5633.0pp | 478.89%-472.3pp |
| Employer contribution / active EE | $58,000 | $5,607+934.4% | $4,146+1299.0% | $4,840+1098.4% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,343-100.0% |
| Admin fee / account holder | $8,856 | $8,032+10.3% | $6,560+35.0% | $12,316-28.1% |