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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 | $412,480 | $91,037+353.1% | $71,671+475.5% | $147,586+179.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 7.34% | 20.48%-13.1pp | 20.65%-13.3pp | 578.59%-571.3pp |
| Employer contribution / active EE | $18,798 | $3,327+464.9% | $2,460+664.2% | $4,876+285.5% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,364 | $8,613-60.9% | $5,558-39.5% | $10,886-69.1% |