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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 | $884,874 | $202,440+337.1% | $169,390+422.4% | $139,466+534.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 5.36% | 532.36%-527.0pp | 406.07%-400.7pp | 373.66%-368.3pp |
| Employer contribution / active EE | $32,229 | $4,693+586.7% | $4,013+703.2% | $4,754+577.9% |
| Participant deferral / active EE | $0 | $6,940-100.0% | $6,222-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,333 | $10,722-87.6% | $9,015-85.2% | $11,409-88.3% |