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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 | $762,953 | $160,028+376.8% | $147,080+418.7% | $145,884+423.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.57% | 98.60%-89.0pp | 420.17%-410.6pp | 551.85%-542.3pp |
| Employer contribution / active EE | $20,000 | $5,286+278.4% | $4,933+305.4% | $4,662+329.0% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $37,580 | $15,030+150.0% | $12,989+189.3% | $13,392+180.6% |