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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 | $732,992 | $96,643+658.5% | $86,617+746.2% | $139,456+425.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.50% | 106.57%-96.1pp | 591.91%-581.4pp | 373.45%-363.0pp |
| Employer contribution / active EE | $21,000 | $3,264+543.3% | $3,023+594.6% | $4,753+341.9% |
| Participant deferral / active EE | $0 | $4,835-100.0% | $4,437-100.0% | $6,711-100.0% |
| Admin fee / account holder | $9,518 | $6,406+48.6% | $5,613+69.6% | $11,407-16.6% |