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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 | $601,090 | $95,580+528.9% | $76,872+681.9% | $139,466+331.0% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.96% | 55.00%-46.0pp | 37.90%-28.9pp | 373.66%-364.7pp |
| Employer contribution / active EE | $10,417 | $3,145+231.2% | $2,533+311.2% | $4,754+119.1% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $3,832-100.0% | $6,712-100.0% |
| Admin fee / account holder | $81,226 | $8,302+878.4% | $5,476+1383.3% | $11,409+612.0% |