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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 | $703,891 | $169,361+315.6% | $129,397+444.0% | $145,877+382.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 3.62% | 14395.54%-14391.9pp | 9453.98%-9450.4pp | 551.28%-547.7pp |
| Employer contribution / active EE | $36,240 | $5,542+554.0% | $4,154+772.4% | $4,663+677.2% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $24,720 | $9,903+149.6% | $7,679+221.9% | $13,402+84.4% |