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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 | $716,315 | $165,361+333.2% | $149,715+378.5% | $158,950+350.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.72% | 348.24%-344.5pp | 276.66%-272.9pp | 302.91%-299.2pp |
| Employer contribution / active EE | $7,500 | $5,103+47.0% | $4,645+61.5% | $4,762+57.5% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $51,843 | $10,808+379.7% | $9,310+456.9% | $11,248+360.9% |