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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 | $416,405 | $68,097+511.5% | $62,929+561.7% | $137,256+203.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 9.58% | 1859.11%-1849.5pp | 1063.93%-1054.4pp | 220.34%-210.8pp |
| Employer contribution / active EE | $14,893 | $2,811+429.8% | $2,505+494.6% | $4,156+258.3% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $12,164 | $6,521+86.5% | $5,065+140.2% | $12,270-0.9% |