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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 | $498,745 | $118,875+319.6% | $96,572+416.4% | $167,553+197.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 2.00% | 50.50%-48.5pp | 37.79%-35.8pp | 478.89%-476.9pp |
| Employer contribution / active EE | $28,523 | $3,121+813.9% | $2,357+1109.9% | $4,840+489.4% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,850-100.0% | $6,343-100.0% |
| Admin fee / account holder | $25,820 | $8,070+220.0% | $6,183+317.6% | $12,316+109.6% |