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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 | $376,818 | $88,702+324.8% | $81,780+360.8% | $145,978+158.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.80% | 1029.12%-1020.3pp | 776.27%-767.5pp | 550.52%-541.7pp |
| Employer contribution / active EE | $26,667 | $3,084+764.6% | $2,914+815.2% | $4,662+472.0% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,839 | $8,414-66.3% | $7,384-61.6% | $13,400-78.8% |