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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 | $834,986 | $183,539+354.9% | $155,556+436.8% | $145,897+472.3% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 7.15% | 61.31%-54.2pp | 64.84%-57.7pp | 552.29%-545.1pp |
| Employer contribution / active EE | $3,281 | $5,315-38.3% | $4,675-29.8% | $4,663-29.6% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $31,818 | $19,275+65.1% | $15,885+100.3% | $13,390+137.6% |