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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 | $728,999 | $175,259+316.0% | $149,723+386.9% | $139,487+422.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 4.18% | 166.82%-162.6pp | 134.50%-130.3pp | 373.84%-369.7pp |
| Employer contribution / active EE | $24,519 | $5,478+347.6% | $4,821+408.6% | $4,755+415.7% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $33,506 | $16,158+107.4% | $13,215+153.5% | $11,407+193.7% |