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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 | $645,971 | $202,342+219.2% | $172,753+273.9% | $152,909+322.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 0.82% | 1029.88%-1029.1pp | 803.00%-802.2pp | 345.46%-344.6pp |
| Employer contribution / active EE | $17,998 | $5,857+207.3% | $5,144+249.9% | $4,764+277.8% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $19,597 | $17,112+14.5% | $13,956+40.4% | $11,601+68.9% |