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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 | $439,966 | $81,668+438.7% | $58,507+652.0% | $139,487+215.4% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 5.82% | 7430.07%-7424.3pp | 4252.32%-4246.5pp | 373.84%-368.0pp |
| Employer contribution / active EE | $23,206 | $1,398+1560.1% | $1,053+2103.2% | $4,755+388.1% |
| Participant deferral / active EE | $0 | $2,554-100.0% | $1,922-100.0% | $6,713-100.0% |
| Admin fee / account holder | $11,199 | $3,212+248.6% | $2,486+350.5% | $11,407-1.8% |