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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 | $447,758 | $159,978+179.9% | $147,041+204.5% | $145,978+206.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.35% | 98.36%-89.0pp | 419.21%-409.9pp | 550.52%-541.2pp |
| Employer contribution / active EE | $14,556 | $5,288+175.2% | $4,935+194.9% | $4,662+212.2% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,594 | $15,053-89.4% | $13,006-87.7% | $13,400-88.1% |