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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 | $1,416,468 | $202,342+600.0% | $172,752+719.9% | $152,897+826.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 11.74% | 1029.83%-1018.1pp | 802.97%-791.2pp | 345.43%-333.7pp |
| Employer contribution / active EE | $7,035 | $5,858+20.1% | $5,144+36.8% | $4,764+47.7% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $14,554 | $17,111-14.9% | $13,955+4.3% | $11,599+25.5% |