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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 | $582,455 | $108,825+435.2% | $156,181+272.9% | $82,448+606.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | -0.27% | 20.59%-20.9pp | 64.87%-65.1pp | 41.64%-41.9pp |
| Employer contribution / active EE | $30,081 | $2,870+948.2% | $4,294+600.5% | $2,551+1079.2% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $35,552 | $9,341+280.6% | $14,586+143.7% | $7,234+391.4% |