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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 | $154,228+310.7% | $145,433+335.5% | $137,256+361.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 3.59% | 74.59%-71.0pp | 66.58%-63.0pp | 220.34%-216.7pp |
| Employer contribution / active EE | $37,500 | $4,804+680.6% | $4,554+723.4% | $4,156+802.3% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $40,643 | $14,344+183.4% | $13,129+209.6% | $12,270+231.2% |