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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 | $478,110 | $107,941+342.9% | $91,994+419.7% | $152,909+212.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 0.65% | 89.28%-88.6pp | 69.04%-68.4pp | 345.46%-344.8pp |
| Employer contribution / active EE | $15,000 | $4,212+256.2% | $3,453+334.4% | $4,764+214.9% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,455 | $10,521-86.2% | $7,744-81.2% | $11,601-87.5% |