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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 | $857,220 | $166,242+415.6% | $165,071+419.3% | $145,884+487.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 3.22% | 100.44%-97.2pp | 70.17%-66.9pp | 551.85%-548.6pp |
| Employer contribution / active EE | $39,133 | $5,283+640.7% | $4,347+800.1% | $4,662+739.3% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $39,687 | $16,658+138.2% | $12,695+212.6% | $13,392+196.4% |