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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 | $693,915 | $183,627+277.9% | $155,602+346.0% | $145,978+375.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.66% | 61.32%-52.7pp | 64.81%-56.1pp | 550.52%-541.9pp |
| Employer contribution / active EE | $12,064 | $5,316+126.9% | $4,675+158.0% | $4,662+158.8% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $36,691 | $19,327+89.8% | $15,923+130.4% | $13,400+173.8% |