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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 | $371,615 | $175,257+112.0% | $149,717+148.2% | $139,456+166.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.48% | 166.70%-160.2pp | 134.41%-127.9pp | 373.45%-367.0pp |
| Employer contribution / active EE | $23,529 | $5,477+329.6% | $4,820+388.2% | $4,753+395.1% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $93,628 | $16,156+479.5% | $13,213+608.6% | $11,407+720.8% |