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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 | $664,722 | $154,228+331.0% | $145,433+357.1% | $137,256+384.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.07% | 74.59%-66.5pp | 66.58%-58.5pp | 220.34%-212.3pp |
| Employer contribution / active EE | $23,936 | $4,804+398.3% | $4,554+425.6% | $4,156+475.9% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $25,768 | $14,344+79.6% | $13,129+96.3% | $12,270+110.0% |