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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 | $356,952 | $79,189+350.8% | $102,457+248.4% | $74,400+379.8% |
| Participation rate | 97.1% | 74.8%+22.3pp | 76.5%+20.6pp | 67.2%+29.9pp |
| Annual return | 9.04% | 54.98%-45.9pp | 29.41%-20.4pp | 1367.51%-1358.5pp |
| Employer contribution / active EE | $16,340 | $2,362+591.7% | $3,022+440.7% | $2,624+522.6% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $11,034 | $2,002+451.1% | $9,451+16.7% | $1,944+467.7% |