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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 | $958,625 | $183,516+422.4% | $155,534+516.3% | $145,884+557.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 2.07% | 61.43%-59.4pp | 64.92%-62.8pp | 551.85%-549.8pp |
| Employer contribution / active EE | $13,791 | $5,315+159.5% | $4,675+195.0% | $4,662+195.8% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $33,312 | $19,293+72.7% | $15,900+109.5% | $13,392+148.7% |