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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 | $632,721 | $132,099+379.0% | $115,599+447.3% | $138,895+355.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 3.38% | 176.76%-173.4pp | 111.10%-107.7pp | 145.39%-142.0pp |
| Employer contribution / active EE | $18,750 | $3,416+448.9% | $2,955+534.4% | $4,194+347.0% |
| Participant deferral / active EE | $0 | $5,617-100.0% | $4,889-100.0% | $6,396-100.0% |
| Admin fee / account holder | $19,842 | $15,650+26.8% | $12,841+54.5% | $12,562+57.9% |