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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 | $791,429 | $83,369+849.3% | $105,223+652.1% | $67,986+1064.1% |
| Participation rate | 99.0% | 56.3%+42.7pp | 75.0%+24.0pp | 57.2%+41.8pp |
| Annual return | 10.42% | 24.64%-14.2pp | 180.65%-170.2pp | 31.67%-21.2pp |
| Employer contribution / active EE | $21,900 | $2,541+762.0% | $3,689+493.7% | $2,019+984.8% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $36,643 | $4,073+799.7% | $8,859+313.6% | $3,203+1044.0% |