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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 | $497,902 | $49,896+897.9% | $80,627+517.5% | $75,173+562.3% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 12.54% | 34.67%-22.1pp | 936.76%-924.2pp | 160.72%-148.2pp |
| Employer contribution / active EE | $26,932 | $1,699+1485.4% | $2,723+889.2% | $2,671+908.4% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $17,417 | $3,578+386.8% | $5,381+223.7% | $5,651+208.2% |