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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 | $837,178 | $114,119+633.6% | $107,187+681.0% | $138,895+502.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 8.13% | 273.21%-265.1pp | 204.55%-196.4pp | 145.39%-137.3pp |
| Employer contribution / active EE | $47,466 | $4,059+1069.5% | $3,782+1155.0% | $4,194+1031.7% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $395,143 | $10,024+3842.1% | $9,162+4212.7% | $12,562+3045.5% |