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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 | $529,160 | $57,541+819.6% | $95,740+452.7% | $75,173+603.9% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 10.85% | 34.93%-24.1pp | 28.41%-17.6pp | 160.72%-149.9pp |
| Employer contribution / active EE | $36,164 | $1,808+1900.5% | $2,836+1175.1% | $2,671+1254.0% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,244-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,974 | $4,099+143.4% | $5,676+75.7% | $5,651+76.5% |