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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 | $939,256 | $175,231+436.0% | $149,696+527.4% | $139,466+573.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.05% | 166.77%-156.7pp | 134.46%-124.4pp | 373.66%-363.6pp |
| Employer contribution / active EE | $19,238 | $5,478+251.2% | $4,821+299.1% | $4,754+304.7% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $48,432 | $16,155+199.8% | $13,212+266.6% | $11,409+324.5% |