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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 | $852,724 | $176,105+384.2% | $159,474+434.7% | $167,536+409.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.29% | 331.91%-323.6pp | 263.68%-255.4pp | 478.82%-470.5pp |
| Employer contribution / active EE | $12,500 | $5,299+135.9% | $4,831+158.8% | $4,839+158.3% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $17,279 | $12,559+37.6% | $10,802+60.0% | $12,315+40.3% |