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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 | $588,897 | $211,288+178.7% | $178,540+229.8% | $145,884+303.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 3.36% | 30.27%-26.9pp | 27.15%-23.8pp | 551.85%-548.5pp |
| Employer contribution / active EE | $17,674 | $4,574+286.4% | $3,953+347.1% | $4,662+279.1% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $13,029 | $12,105+7.6% | $10,424+25.0% | $13,392-2.7% |