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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 | $752,002 | $156,398+380.8% | $147,318+410.5% | $138,895+441.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.24% | 78.75%-69.5pp | 70.43%-61.2pp | 145.39%-136.2pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $650 | $8,237-92.1% | $7,906-91.8% | $6,396-89.8% |
| Admin fee / account holder | $16,678 | $14,976+11.4% | $13,708+21.7% | $12,562+32.8% |