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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 | $818,565 | $202,342+304.5% | $172,753+373.8% | $152,909+435.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 7.72% | 1029.88%-1022.2pp | 803.00%-795.3pp | 345.46%-337.7pp |
| Employer contribution / active EE | $25,590 | $5,857+336.9% | $5,144+397.5% | $4,764+437.2% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,697 | $17,112-78.4% | $13,956-73.5% | $11,601-68.1% |