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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 | $567,231 | $89,367+534.7% | $141,191+301.7% | $72,975+677.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.18% | 111.87%-94.7pp | 71.41%-54.2pp | 81.01%-63.8pp |
| Employer contribution / active EE | $23,168 | $3,115+643.8% | $4,736+389.2% | $2,440+849.5% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $33,169 | $5,957+456.8% | $10,264+223.2% | $5,124+547.3% |