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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 | $735,375 | $162,821+351.6% | $133,978+448.9% | $158,982+362.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 4.83% | 41.95%-37.1pp | 45.10%-40.3pp | 302.99%-298.2pp |
| Employer contribution / active EE | $21,650 | $4,976+335.1% | $3,919+452.4% | $4,763+354.6% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,421 | $11,742-87.9% | $8,930-84.1% | $11,252-87.4% |