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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 | $845,658 | $175,231+382.6% | $149,696+464.9% | $139,466+506.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.30% | 166.77%-161.5pp | 134.46%-129.2pp | 373.66%-368.4pp |
| Employer contribution / active EE | $15,147 | $5,478+176.5% | $4,821+214.2% | $4,754+218.6% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,856 | $16,155-82.3% | $13,212-78.4% | $11,409-75.0% |