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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 | $672,943 | $56,134+1098.8% | $96,161+599.8% | $85,856+683.8% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 5.38% | 42.30%-36.9pp | 192.01%-186.6pp | 318.58%-313.2pp |
| Employer contribution / active EE | $13,940 | $1,620+760.4% | $2,798+398.2% | $2,565+443.4% |
| Participant deferral / active EE | $0 | $2,858-100.0% | $4,349-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,831 | $3,769+81.3% | $5,538+23.3% | $6,261+9.1% |