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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 | $728,568 | $226,135+222.2% | $182,558+299.1% | $152,909+376.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 5.92% | 192.60%-186.7pp | 148.59%-142.7pp | 345.46%-339.5pp |
| Employer contribution / active EE | $12,764 | $4,979+156.4% | $4,076+213.2% | $4,764+167.9% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,374 | $10,707-68.5% | $8,594-60.7% | $11,601-70.9% |