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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 | $251,603 | $175,212+43.6% | $149,682+68.1% | $139,427+80.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.08% | 166.63%-157.5pp | 134.35%-125.3pp | 373.27%-364.2pp |
| Employer contribution / active EE | $23,625 | $5,475+331.5% | $4,818+390.3% | $4,752+397.2% |
| Participant deferral / active EE | $0 | $6,520-100.0% | $5,681-100.0% | $6,711-100.0% |
| Admin fee / account holder | $10,490 | $16,150-35.0% | $13,210-20.6% | $11,404-8.0% |