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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 | $779,653 | $167,030+366.8% | $135,768+474.3% | $155,188+402.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 1.57% | 678.39%-676.8pp | 526.10%-524.5pp | 148.84%-147.3pp |
| Employer contribution / active EE | $21,667 | $4,132+424.3% | $3,394+538.4% | $4,248+410.1% |
| Participant deferral / active EE | $0 | $4,528-100.0% | $3,977-100.0% | $6,531-100.0% |
| Admin fee / account holder | $5,345 | $8,172-34.6% | $7,048-24.2% | $14,480-63.1% |