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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 | $782,301 | $172,111+354.5% | $150,298+420.5% | $137,256+470.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.68% | 69.37%-59.7pp | 62.79%-53.1pp | 220.34%-210.7pp |
| Employer contribution / active EE | $43,368 | $4,636+835.4% | $4,154+944.0% | $4,156+943.5% |
| Participant deferral / active EE | $1,071 | $6,166-82.6% | $5,453-80.4% | $6,407-83.3% |
| Admin fee / account holder | $28,941 | $16,471+75.7% | $14,116+105.0% | $12,270+135.9% |