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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 | $622,863 | $228,352+172.8% | $185,835+235.2% | $158,966+291.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -7.17% | 40.81%-48.0pp | 35.96%-43.1pp | 302.95%-310.1pp |
| Employer contribution / active EE | $53,500 | $4,967+977.2% | $4,087+1208.9% | $4,762+1023.4% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $14,024 | $11,867+18.2% | $9,502+47.6% | $11,250+24.7% |