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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 | $411,426 | $98,240+318.8% | $82,312+399.8% | $147,586+178.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 8.28% | 30.85%-22.6pp | 25.88%-17.6pp | 578.59%-570.3pp |
| Employer contribution / active EE | $38,214 | $3,192+1097.3% | $2,428+1473.7% | $4,876+683.7% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $16,862 | $8,563+96.9% | $5,608+200.7% | $10,886+54.9% |