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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 | $806,142 | $160,070+403.6% | $147,117+448.0% | $145,897+452.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.15% | 98.69%-89.5pp | 420.54%-411.4pp | 552.29%-543.1pp |
| Employer contribution / active EE | $35,064 | $5,285+563.5% | $4,932+610.9% | $4,663+652.0% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $27,422 | $15,035+82.4% | $12,993+111.1% | $13,390+104.8% |