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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 | $438,780 | $183,592+139.0% | $155,567+182.1% | $145,959+200.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.75% | 61.24%-54.5pp | 64.74%-58.0pp | 561.95%-555.2pp |
| Employer contribution / active EE | $2,500 | $5,315-53.0% | $4,674-46.5% | $4,661-46.4% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $18,706 | $19,318-3.2% | $15,916+17.5% | $13,398+39.6% |