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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 | $430,313 | $165,351+160.2% | $149,710+187.4% | $158,931+170.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.12% | 348.19%-341.1pp | 276.63%-269.5pp | 302.86%-295.7pp |
| Employer contribution / active EE | $10,562 | $5,103+107.0% | $4,645+127.4% | $4,761+121.8% |
| Participant deferral / active EE | $0 | $7,181-100.0% | $6,842-100.0% | $5,982-100.0% |
| Admin fee / account holder | $140,000 | $10,807+1195.4% | $9,309+1403.9% | $11,247+1144.8% |