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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 | $786,474 | $160,040+391.4% | $147,096+434.7% | $145,877+439.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.56% | 98.49%-91.9pp | 419.75%-413.2pp | 551.28%-544.7pp |
| Employer contribution / active EE | $4,167 | $5,289-21.2% | $4,936-15.6% | $4,663-10.6% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $20,538 | $15,050+36.5% | $13,005+57.9% | $13,402+53.2% |