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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 | $981,024 | $68,097+1340.6% | $62,929+1458.9% | $137,256+614.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 10.35% | 1859.11%-1848.8pp | 1063.93%-1053.6pp | 220.34%-210.0pp |
| Employer contribution / active EE | $872 | $2,811-69.0% | $2,505-65.2% | $4,156-79.0% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $32,843 | $6,521+403.6% | $5,065+548.5% | $12,270+167.7% |