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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 | $575,782 | $104,953+448.6% | $84,637+580.3% | $152,909+276.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 1.58% | 373.94%-372.4pp | 258.82%-257.2pp | 345.46%-343.9pp |
| Employer contribution / active EE | $40,646 | $3,304+1130.4% | $2,653+1431.9% | $4,764+753.2% |
| Participant deferral / active EE | $0 | $4,691-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,308 | $6,244-47.0% | $4,914-32.7% | $11,601-71.5% |