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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 | $449,840 | $103,393+335.1% | $87,103+416.4% | $152,909+194.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 6.57% | 28.10%-21.5pp | 28.19%-21.6pp | 345.46%-338.9pp |
| Employer contribution / active EE | $18,394 | $3,221+471.1% | $2,521+629.5% | $4,764+286.1% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $48,584 | $12,195+298.4% | $7,491+548.5% | $11,601+318.8% |