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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 | $1,316,593 | $169,356+677.4% | $129,406+917.4% | $145,897+802.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 4.73% | 14418.62%-14413.9pp | 9468.18%-9463.4pp | 552.29%-547.6pp |
| Employer contribution / active EE | $7,500 | $5,542+35.3% | $4,155+80.5% | $4,663+60.9% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $56,244 | $9,915+467.3% | $7,689+631.5% | $13,390+320.0% |