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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 | $548,568 | $226,105+142.6% | $182,540+200.5% | $152,897+258.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 1.28% | 192.58%-191.3pp | 148.58%-147.3pp | 345.43%-344.1pp |
| Employer contribution / active EE | $12,529 | $4,978+151.7% | $4,076+207.4% | $4,764+163.0% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $19,337 | $10,706+80.6% | $8,593+125.0% | $11,599+66.7% |