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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 | $481,889 | $180,749+166.6% | $160,784+199.7% | $137,256+251.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 5.43% | 2234.46%-2229.0pp | 1803.92%-1798.5pp | 220.34%-214.9pp |
| Employer contribution / active EE | $25,000 | $4,155+501.7% | $3,733+569.7% | $4,156+501.5% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,486 | $10,397-56.9% | $9,717-53.8% | $12,270-63.4% |