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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 | $501,377 | $156,398+220.6% | $147,318+240.3% | $138,895+261.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.76% | 78.75%-69.0pp | 70.43%-60.7pp | 145.39%-135.6pp |
| Employer contribution / active EE | $36,667 | $4,853+655.5% | $4,593+698.3% | $4,194+774.2% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $11,269 | $14,976-24.8% | $13,708-17.8% | $12,562-10.3% |