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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 | $738,311 | $212,386+247.6% | $199,883+269.4% | $138,895+431.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 9.49% | 47.75%-38.3pp | 43.81%-34.3pp | 145.39%-135.9pp |
| Employer contribution / active EE | $28,633 | $6,625+332.2% | $6,261+357.3% | $4,194+582.7% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $443 | $18,233-97.6% | $17,268-97.4% | $12,562-96.5% |