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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 | $1,121,052 | $183,592+510.6% | $155,574+620.6% | $145,877+668.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.73% | 61.37%-52.6pp | 64.87%-56.1pp | 551.28%-542.6pp |
| Employer contribution / active EE | $16,954 | $5,317+218.9% | $4,676+262.6% | $4,663+263.6% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $44,067 | $19,316+128.1% | $15,914+176.9% | $13,402+228.8% |