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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 | $647,127 | $49,891+1197.1% | $80,607+702.8% | $75,181+760.8% |
| Participation rate | 96.3% | 55.3%+41.0pp | 67.0%+29.3pp | 67.2%+29.1pp |
| Annual return | 8.89% | 34.67%-25.8pp | 936.11%-927.2pp | 160.69%-151.8pp |
| Employer contribution / active EE | $667 | $1,698-60.7% | $2,724-75.5% | $2,671-75.0% |
| Participant deferral / active EE | $0 | $2,991-100.0% | $4,448-100.0% | $4,126-100.0% |
| Admin fee / account holder | $59,029 | $3,578+1550.0% | $5,379+997.4% | $5,650+944.8% |