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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 | $320,024 | $182,442+75.4% | $163,379+95.9% | $138,895+130.4% |
| Participation rate | 95.5% | 79.8%+15.7pp | 76.8%+18.6pp | 79.9%+15.5pp |
| Annual return | 8.31% | 72.74%-64.4pp | 63.41%-55.1pp | 145.39%-137.1pp |
| Employer contribution / active EE | $14,361 | $4,159+245.3% | $3,752+282.7% | $4,194+242.4% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $11,229 | $10,396+8.0% | $9,818+14.4% | $12,562-10.6% |