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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 | $813,213 | $152,612+432.9% | $125,192+549.6% | $152,897+431.9% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.5%+0.9pp |
| Annual return | 6.23% | 54.85%-48.6pp | 43.79%-37.6pp | 345.43%-339.2pp |
| Employer contribution / active EE | $12,500 | $4,947+152.7% | $3,866+223.3% | $4,764+162.4% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $20,057 | $13,437+49.3% | $9,704+106.7% | $11,599+72.9% |