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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 | $316,090 | $209,336+51.0% | $197,124+60.4% | $137,256+130.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 5.85% | 48.09%-42.2pp | 44.34%-38.5pp | 220.34%-214.5pp |
| Employer contribution / active EE | $6,618 | $6,591+0.4% | $6,227+6.3% | $4,156+59.2% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $38,811 | $17,308+124.2% | $16,298+138.1% | $12,270+216.3% |