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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 | $354,770 | $160,070+121.6% | $147,117+141.1% | $145,897+143.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.70% | 98.69%-92.0pp | 420.54%-413.8pp | 552.29%-545.6pp |
| Employer contribution / active EE | $10,000 | $5,285+89.2% | $4,932+102.7% | $4,663+114.5% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $491,645 | $15,035+3169.9% | $12,993+3684.0% | $13,390+3571.6% |