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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 | $718,357 | $166,242+332.1% | $165,071+335.2% | $145,884+392.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.70% | 100.44%-93.7pp | 70.17%-63.5pp | 551.85%-545.2pp |
| Employer contribution / active EE | $18,750 | $5,283+254.9% | $4,347+331.3% | $4,662+302.2% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $16,818 | $16,658+1.0% | $12,695+32.5% | $13,392+25.6% |