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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 | $529,442 | $107,941+390.5% | $91,994+475.5% | $152,897+246.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 12.99% | 89.28%-76.3pp | 69.04%-56.1pp | 345.43%-332.4pp |
| Employer contribution / active EE | $17,173 | $4,212+307.8% | $3,453+397.4% | $4,764+260.5% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $20,681 | $10,521+96.6% | $7,744+167.1% | $11,599+78.3% |