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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 | $355,950 | $169,336+110.2% | $129,384+175.1% | $145,884+144.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.43% | 14408.70%-14401.3pp | 9461.77%-9454.3pp | 551.85%-544.4pp |
| Employer contribution / active EE | $37,200 | $5,540+571.5% | $4,153+795.7% | $4,662+697.9% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $548 | $9,912-94.5% | $7,686-92.9% | $13,392-95.9% |