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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 | $764,024 | $209,405+264.9% | $178,486+328.1% | $158,931+380.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.79% | 188.77%-183.0pp | 151.08%-145.3pp | 302.86%-297.1pp |
| Employer contribution / active EE | $22,423 | $5,707+292.9% | $5,011+347.5% | $4,761+370.9% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $4,902 | $17,076-71.3% | $13,985-64.9% | $11,247-56.4% |