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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 | $1,074,404 | $202,342+431.0% | $172,753+521.9% | $152,909+602.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 5.49% | 1029.88%-1024.4pp | 803.00%-797.5pp | 345.46%-340.0pp |
| Employer contribution / active EE | $10,000 | $5,857+70.7% | $5,144+94.4% | $4,764+109.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $39,435 | $17,112+130.5% | $13,956+182.6% | $11,601+239.9% |