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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 | $185,312+322.2% | $161,489+384.4% | $154,746+405.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.68% | 103.84%-94.2pp | 89.72%-80.0pp | 172.34%-162.7pp |
| Employer contribution / active EE | $43,368 | $4,769+809.4% | $4,268+916.1% | $4,379+890.4% |
| Participant deferral / active EE | $1,071 | $6,350-83.1% | $5,630-81.0% | $6,730-84.1% |
| Admin fee / account holder | $28,941 | $18,654+55.1% | $16,006+80.8% | $14,365+101.5% |