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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 | $791,475 | $77,908+915.9% | $149,696+428.7% | $75,173+952.9% |
| Participation rate | 87.3% | 65.6%+21.7pp | 78.8%+8.5pp | 67.2%+20.1pp |
| Annual return | 11.31% | 31.73%-20.4pp | 134.46%-123.1pp | 160.72%-149.4pp |
| Employer contribution / active EE | $22,229 | $3,138+608.4% | $4,821+361.1% | $2,671+732.3% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $35,974 | $5,950+504.6% | $13,212+172.3% | $5,651+536.6% |