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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 | $682,630 | $174,379+291.5% | $152,093+348.8% | $138,895+391.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 8.25% | 74.86%-66.6pp | 66.36%-58.1pp | 145.39%-137.1pp |
| Employer contribution / active EE | $10,556 | $4,652+126.9% | $4,175+152.9% | $4,194+151.7% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $71,810 | $16,880+325.4% | $14,497+395.4% | $12,562+471.6% |