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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 | $384,030 | $202,345+89.8% | $172,755+122.3% | $152,885+151.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 7.83% | 1029.77%-1021.9pp | 802.94%-795.1pp | 345.39%-337.6pp |
| Employer contribution / active EE | $2,322 | $5,858-60.4% | $5,144-54.9% | $4,763-51.3% |
| Participant deferral / active EE | $800 | $5,948-86.6% | $5,198-84.6% | $5,851-86.3% |
| Admin fee / account holder | $524,125 | $17,111+2963.2% | $13,955+3655.9% | $11,598+4419.1% |