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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 | $625,924 | $107,368+483.0% | $92,915+573.7% | $152,909+309.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 6.77% | 145.64%-138.9pp | 109.45%-102.7pp | 345.46%-338.7pp |
| Employer contribution / active EE | $30,340 | $4,222+618.5% | $3,653+730.4% | $4,764+536.9% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $20,043 | $7,082+183.0% | $5,796+245.8% | $11,601+72.8% |