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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 | $1,087,039 | $144,130+654.2% | $117,860+822.3% | $147,585+636.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 6.40% | 531.20%-524.8pp | 335.10%-328.7pp | 578.58%-572.2pp |
| Employer contribution / active EE | $42,750 | $4,897+773.0% | $3,786+1029.1% | $4,876+776.7% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $33,480 | $10,887+207.5% | $8,021+317.4% | $10,886+207.6% |