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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 | $490,218 | $203,483+140.9% | $152,473+221.5% | $167,536+192.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | -6.37% | 13.80%-20.2pp | 757.59%-764.0pp | 478.82%-485.2pp |
| Employer contribution / active EE | $18,250 | $5,219+249.7% | $4,326+321.9% | $4,839+277.1% |
| Participant deferral / active EE | $0 | $6,711-100.0% | $5,817-100.0% | $6,342-100.0% |
| Admin fee / account holder | $89,180 | $22,521+296.0% | $15,811+464.0% | $12,315+624.2% |