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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 | $744,949 | $72,071+933.6% | $68,368+989.6% | $137,256+442.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 9.89% | 353.14%-343.3pp | 292.57%-282.7pp | 220.34%-210.4pp |
| Employer contribution / active EE | $7,013 | $2,788+151.5% | $2,649+164.7% | $4,156+68.7% |
| Participant deferral / active EE | $25 | $4,410-99.4% | $4,123-99.4% | $6,407-99.6% |
| Admin fee / account holder | $5,392 | $5,336+1.1% | $5,150+4.7% | $12,270-56.1% |