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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 | $933,996 | $228,395+308.9% | $185,861+402.5% | $158,982+487.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 0.10% | 40.82%-40.7pp | 35.96%-35.9pp | 302.99%-302.9pp |
| Employer contribution / active EE | $57,000 | $4,968+1047.4% | $4,088+1294.3% | $4,763+1096.8% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $29,737 | $11,869+150.5% | $9,503+212.9% | $11,252+164.3% |