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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 | $514,142 | $176,794+190.8% | $146,647+250.6% | $167,553+206.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -0.30% | 24.04%-24.3pp | 22.75%-23.0pp | 478.89%-479.2pp |
| Employer contribution / active EE | $5,745 | $5,161+11.3% | $4,137+38.9% | $4,840+18.7% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $27,374 | $13,262+106.4% | $10,281+166.3% | $12,316+122.3% |