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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 | $517,785 | $106,008+388.4% | $92,240+461.3% | $147,586+250.8% |
| Participation rate | 92.9% | 80.4%+12.4pp | 76.5%+16.4pp | 82.8%+10.0pp |
| Annual return | 6.15% | 50.05%-43.9pp | 176.29%-170.1pp | 578.59%-572.4pp |
| Employer contribution / active EE | $20,000 | $4,333+361.5% | $3,680+443.5% | $4,876+310.1% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,114 | $6,333-82.4% | $5,194-78.6% | $10,886-89.8% |