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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 | $1,104,961 | $171,867+542.9% | $149,718+638.0% | $147,585+648.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 5.07% | 2113.36%-2108.3pp | 1501.70%-1496.6pp | 578.57%-573.5pp |
| Employer contribution / active EE | $17,343 | $6,275+176.4% | $5,444+218.5% | $4,876+255.6% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $184,712 | $13,799+1238.5% | $11,283+1537.1% | $10,885+1596.9% |