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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 | $488,669 | $107,941+352.7% | $91,994+431.2% | $152,909+219.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 1.87% | 89.28%-87.4pp | 69.04%-67.2pp | 345.46%-343.6pp |
| Employer contribution / active EE | $14,000 | $4,212+232.4% | $3,453+305.5% | $4,764+193.9% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $25,174 | $10,521+139.3% | $7,744+225.1% | $11,601+117.0% |