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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 | $639,693 | $98,766+547.7% | $149,730+327.2% | $79,852+701.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.21% | 27.43%-15.2pp | 276.70%-264.5pp | 31.72%-19.5pp |
| Employer contribution / active EE | $17,985 | $3,217+459.1% | $4,645+287.2% | $2,471+627.8% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $35,246 | $6,052+482.4% | $9,310+278.6% | $5,306+564.2% |