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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 | $818,259 | $148,629+450.5% | $135,982+501.7% | $139,487+486.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.13% | 79.33%-71.2pp | 68.32%-60.2pp | 373.84%-365.7pp |
| Employer contribution / active EE | $34,447 | $5,247+556.6% | $4,859+608.9% | $4,755+624.5% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $23,400 | $12,406+88.6% | $10,767+117.3% | $11,407+105.1% |