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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 | $878,028 | $185,883+372.4% | $170,043+416.4% | $139,466+529.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.49% | 60.54%-52.1pp | 53.40%-44.9pp | 373.66%-365.2pp |
| Employer contribution / active EE | $10,000 | $7,596+31.6% | $6,790+47.3% | $4,754+110.4% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $51,361 | $15,393+233.7% | $12,824+300.5% | $11,409+350.2% |