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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 | $795,911 | $150,447+429.0% | $136,298+483.9% | $147,586+439.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.33% | 1049.15%-1038.8pp | 5156.27%-5145.9pp | 578.59%-568.3pp |
| Employer contribution / active EE | $23,496 | $5,256+347.0% | $4,696+400.4% | $4,876+381.8% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,535 | $10,906-67.6% | $9,244-61.8% | $10,886-67.5% |