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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 | $532,640 | $209,422+154.3% | $178,503+198.4% | $158,982+235.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.81% | 188.81%-187.0pp | 151.12%-149.3pp | 302.99%-301.2pp |
| Employer contribution / active EE | $33,610 | $5,707+488.9% | $5,011+570.7% | $4,763+605.7% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,302 | $17,079-74.8% | $13,987-69.2% | $11,252-61.8% |