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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 | $494,027 | $106,923+362.0% | $84,023+488.0% | $152,909+223.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 3.47% | 105.02%-101.5pp | 71.32%-67.8pp | 345.46%-342.0pp |
| Employer contribution / active EE | $18,682 | $2,735+583.0% | $1,984+841.7% | $4,764+292.2% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $22,624 | $8,289+173.0% | $6,102+270.8% | $11,601+95.0% |