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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 | $859,176 | $137,414+525.2% | $189,520+353.3% | $85,856+900.7% |
| Participation rate | 98.0% | 84.6%+13.4pp | 87.8%+10.2pp | 69.3%+28.7pp |
| Annual return | 9.66% | 38.14%-28.5pp | 555.25%-545.6pp | 318.58%-308.9pp |
| Employer contribution / active EE | $48,396 | $4,344+1014.0% | $6,161+685.5% | $2,565+1786.6% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $142,148 | $8,630+1547.2% | $12,046+1080.0% | $6,261+2170.5% |