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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 | $415,915 | $102,393+306.2% | $147,041+182.9% | $80,911+414.0% |
| Participation rate | 96.0% | 75.9%+20.1pp | 82.2%+13.8pp | 67.6%+28.4pp |
| Annual return | 10.58% | 134.95%-124.4pp | 419.21%-408.6pp | 35.63%-25.0pp |
| Employer contribution / active EE | $18,248 | $3,715+391.2% | $4,935+269.8% | $2,756+562.2% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $11,049 | $7,943+39.1% | $13,006-15.1% | $6,935+59.3% |