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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 | $791,538 | $49,976+1483.8% | $66,674+1087.2% | $82,637+857.8% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 12.96% | 39.09%-26.1pp | 321.24%-308.3pp | 53.51%-40.5pp |
| Employer contribution / active EE | $7,625 | $1,988+283.5% | $2,620+191.0% | $2,552+198.8% |
| Participant deferral / active EE | $0 | $2,847-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $22,841 | $4,594+397.2% | $5,098+348.0% | $7,339+211.2% |