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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 | $1,292,135 | $160,070+707.2% | $147,117+778.3% | $145,897+785.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.53% | 98.69%-93.2pp | 420.54%-415.0pp | 552.29%-546.8pp |
| Employer contribution / active EE | $4,374 | $5,285-17.2% | $4,932-11.3% | $4,663-6.2% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $17,469 | $15,035+16.2% | $12,993+34.4% | $13,390+30.5% |