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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 | $857,220 | $166,268+415.6% | $165,100+419.2% | $145,897+487.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 3.22% | 100.52%-97.3pp | 70.21%-67.0pp | 552.29%-549.1pp |
| Employer contribution / active EE | $39,133 | $5,284+640.6% | $4,348+800.0% | $4,663+739.3% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $39,687 | $16,659+138.2% | $12,696+212.6% | $13,390+196.4% |