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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 | $784,900 | $169,161+364.0% | $129,295+507.1% | $145,959+437.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.29% | 14348.07%-14340.8pp | 9429.28%-9422.0pp | 561.95%-554.7pp |
| Employer contribution / active EE | $12,500 | $5,543+125.5% | $4,157+200.7% | $4,661+168.2% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $710,590 | $9,878+7093.6% | $7,665+9170.2% | $13,398+5203.8% |