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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 | $367,039 | $183,592+99.9% | $155,567+135.9% | $145,959+151.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.80% | 61.24%-54.4pp | 64.74%-57.9pp | 561.95%-555.1pp |
| Employer contribution / active EE | $8,311 | $5,315+56.4% | $4,674+77.8% | $4,661+78.3% |
| Participant deferral / active EE | $833 | $6,464-87.1% | $5,628-85.2% | $6,689-87.5% |
| Admin fee / account holder | $18,168 | $19,318-6.0% | $15,916+14.1% | $13,398+35.6% |