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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 | $407,839 | $150,442+171.1% | $136,295+199.2% | $147,585+176.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.51% | 1049.09%-1040.6pp | 5155.97%-5147.5pp | 578.56%-570.0pp |
| Employer contribution / active EE | $10,990 | $5,256+109.1% | $4,695+134.1% | $4,876+125.4% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $12,788 | $10,905+17.3% | $9,243+38.4% | $10,885+17.5% |