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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 | $836,575 | $160,028+422.8% | $147,080+468.8% | $145,884+473.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.99% | 98.60%-93.6pp | 420.17%-415.2pp | 551.85%-546.9pp |
| Employer contribution / active EE | $42,600 | $5,286+706.0% | $4,933+763.5% | $4,662+813.7% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $199,000 | $15,030+1224.0% | $12,989+1432.1% | $13,392+1386.0% |