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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 | $83,843+843.9% | $123,973+538.4% | $65,306+1111.9% |
| Participation rate | 99.0% | 56.0%+43.0pp | 76.7%+22.3pp | 57.7%+41.3pp |
| Annual return | 10.42% | 19.87%-9.5pp | 388.13%-377.7pp | 21.94%-11.5pp |
| Employer contribution / active EE | $21,900 | $2,873+662.2% | $4,126+430.8% | $1,967+1013.2% |
| Participant deferral / active EE | $0 | $2,997-100.0% | $5,247-100.0% | $2,959-100.0% |
| Admin fee / account holder | $36,643 | $4,735+673.8% | $11,799+210.6% | $3,480+953.0% |