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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 | $755,264 | $185,312+307.6% | $161,489+367.7% | $154,746+388.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 6.20% | 103.84%-97.6pp | 89.72%-83.5pp | 172.34%-166.1pp |
| Employer contribution / active EE | $21,312 | $4,769+346.9% | $4,268+399.3% | $4,379+386.7% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $37,815 | $18,654+102.7% | $16,006+136.3% | $14,365+163.2% |