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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 | $1,215,000 | $144,130+743.0% | $117,861+930.9% | $147,586+723.2% |
| Participation rate | 86.4% | 83.4%+2.9pp | 79.7%+6.7pp | 82.8%+3.5pp |
| Annual return | 6.34% | 531.20%-524.9pp | 335.11%-328.8pp | 578.59%-572.3pp |
| Employer contribution / active EE | $47,342 | $4,897+866.8% | $3,786+1150.3% | $4,876+870.8% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $34,504 | $10,887+216.9% | $8,021+330.2% | $10,886+217.0% |