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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 | $1,551,777 | $160,028+869.7% | $147,080+955.1% | $145,884+963.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.39% | 98.60%-92.2pp | 420.17%-413.8pp | 551.85%-545.5pp |
| Employer contribution / active EE | $3,814 | $5,286-27.8% | $4,933-22.7% | $4,662-18.2% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $77,153 | $15,030+413.3% | $12,989+494.0% | $13,392+476.1% |