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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 | $797,263 | $106,923+645.6% | $84,023+848.9% | $152,909+421.4% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 4.88% | 105.02%-100.1pp | 71.32%-66.4pp | 345.46%-340.6pp |
| Employer contribution / active EE | $36,250 | $2,735+1225.2% | $1,984+1727.2% | $4,764+660.9% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,292 | $8,289-48.2% | $6,102-29.7% | $11,601-63.0% |