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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 | $721,119 | $115,225+525.8% | $100,712+616.0% | $138,895+419.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 3.47% | 40.35%-36.9pp | 33.27%-29.8pp | 145.39%-141.9pp |
| Employer contribution / active EE | $20,891 | $2,771+653.9% | $2,313+803.3% | $4,194+398.1% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $61,803 | $10,844+469.9% | $9,256+567.7% | $12,562+392.0% |