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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 | $526,810 | $174,379+202.1% | $152,093+246.4% | $138,895+279.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.66% | 74.86%-64.2pp | 66.36%-55.7pp | 145.39%-134.7pp |
| Employer contribution / active EE | $20,208 | $4,652+334.4% | $4,175+384.1% | $4,194+381.8% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,997 | $16,880-76.3% | $14,497-72.4% | $12,562-68.2% |