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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 | $669,644 | $152,592+338.8% | $125,180+434.9% | $152,885+338.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 9.08% | 54.84%-45.8pp | 43.79%-34.7pp | 345.39%-336.3pp |
| Employer contribution / active EE | $10,374 | $4,947+109.7% | $3,866+168.4% | $4,763+117.8% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,823 | $13,435-71.5% | $9,703-60.6% | $11,598-67.0% |