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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 | $415,726 | $112,121+270.8% | $95,960+333.2% | $158,966+161.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 4.24% | 171.16%-166.9pp | 91.63%-87.4pp | 302.95%-298.7pp |
| Employer contribution / active EE | $10,000 | $3,199+212.6% | $2,541+293.5% | $4,762+110.0% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $65,234 | $10,135+543.7% | $6,797+859.7% | $11,250+479.9% |