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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 | $1,110,517 | $148,623+647.2% | $135,974+716.7% | $139,466+696.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.68% | 79.30%-70.6pp | 68.30%-59.6pp | 373.66%-365.0pp |
| Employer contribution / active EE | $15,000 | $5,246+185.9% | $4,859+208.7% | $4,754+215.5% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $50,000 | $12,406+303.0% | $10,767+364.4% | $11,409+338.3% |