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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 | $961,197 | $106,923+799.0% | $84,023+1044.0% | $152,909+528.6% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 6.38% | 105.02%-98.6pp | 71.32%-64.9pp | 345.46%-339.1pp |
| Employer contribution / active EE | $400 | $2,735-85.4% | $1,984-79.8% | $4,764-91.6% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $36,973 | $8,289+346.1% | $6,102+505.9% | $11,601+218.7% |