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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 | $414,941 | $73,546+464.2% | $63,018+558.4% | $147,586+181.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 2.92% | 175.56%-172.6pp | 87.62%-84.7pp | 578.59%-575.7pp |
| Employer contribution / active EE | $4,713 | $3,324+41.8% | $2,761+70.7% | $4,876-3.4% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $15,457 | $5,956+159.5% | $3,601+329.3% | $10,886+42.0% |