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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 | $297,205 | $169,361+75.5% | $129,397+129.7% | $145,877+103.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 4.46% | 14395.54%-14391.1pp | 9453.98%-9449.5pp | 551.28%-546.8pp |
| Employer contribution / active EE | $36,746 | $5,542+563.1% | $4,154+784.5% | $4,663+688.0% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $9,455 | $9,903-4.5% | $7,679+23.1% | $13,402-29.5% |