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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 | $691,507 | $166,131+316.2% | $164,975+319.2% | $145,877+374.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 3.42% | 100.37%-96.9pp | 70.12%-66.7pp | 551.28%-547.9pp |
| Employer contribution / active EE | $26,093 | $5,276+394.6% | $4,343+500.9% | $4,663+459.6% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $11,501 | $16,648-30.9% | $12,688-9.4% | $13,402-14.2% |