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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 | $500,847 | $105,158+376.3% | $94,672+429.0% | $139,487+259.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 10.25% | 38.11%-27.9pp | 156.89%-146.6pp | 373.84%-363.6pp |
| Employer contribution / active EE | $18,143 | $4,107+341.7% | $3,673+394.0% | $4,755+281.6% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,713-100.0% |
| Admin fee / account holder | $175,619 | $8,972+1857.5% | $7,222+2331.8% | $11,407+1439.5% |