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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 | $633,399 | $162,136+290.7% | $152,301+315.9% | $154,746+309.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 3.59% | 91.02%-87.4pp | 80.50%-76.9pp | 172.34%-168.7pp |
| Employer contribution / active EE | $37,500 | $4,890+666.8% | $4,624+710.9% | $4,379+756.3% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $40,643 | $15,759+157.9% | $14,398+182.3% | $14,365+182.9% |