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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 | $510,217 | $160,040+218.8% | $147,096+246.9% | $145,877+249.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.72% | 98.49%-89.8pp | 419.75%-411.0pp | 551.28%-542.6pp |
| Employer contribution / active EE | $10,433 | $5,289+97.3% | $4,936+111.4% | $4,663+123.7% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,847 | $15,050-67.8% | $13,005-62.7% | $13,402-63.8% |