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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 | $465,087 | $183,516+153.4% | $155,534+199.0% | $145,884+218.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.70% | 61.43%-60.7pp | 64.92%-64.2pp | 551.85%-551.2pp |
| Employer contribution / active EE | $9,402 | $5,315+76.9% | $4,675+101.1% | $4,662+101.7% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $37,224 | $19,293+92.9% | $15,900+134.1% | $13,392+178.0% |