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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 | $1,021,333 | $102,663+894.8% | $86,216+1084.6% | $139,466+632.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 8.60% | 1924.52%-1915.9pp | 1169.42%-1160.8pp | 373.66%-365.1pp |
| Employer contribution / active EE | $35,000 | $3,035+1053.4% | $2,382+1369.7% | $4,754+636.2% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $5,980 | $8,663-31.0% | $6,853-12.7% | $11,409-47.6% |