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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 | $160,070+218.7% | $147,117+246.8% | $145,897+249.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.72% | 98.69%-90.0pp | 420.54%-411.8pp | 552.29%-543.6pp |
| Employer contribution / active EE | $10,433 | $5,285+97.4% | $4,932+111.5% | $4,663+123.8% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,847 | $15,035-67.8% | $12,993-62.7% | $13,390-63.8% |