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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 | $1,106,247 | $183,988+501.3% | $162,177+582.1% | $152,897+623.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 8.39% | 150.79%-142.4pp | 115.60%-107.2pp | 345.43%-337.0pp |
| Employer contribution / active EE | $11,418 | $6,370+79.3% | $5,613+103.4% | $4,764+139.7% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $60,926 | $13,123+364.3% | $10,843+461.9% | $11,599+425.3% |