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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 | $1,010,327 | $198,457+409.1% | $170,435+492.8% | $147,586+584.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 0.94% | 257.30%-256.4pp | 205.94%-205.0pp | 578.59%-577.7pp |
| Employer contribution / active EE | $52,000 | $6,183+741.0% | $5,432+857.2% | $4,876+966.4% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $162,999 | $16,852+867.2% | $13,881+1074.3% | $10,886+1397.4% |