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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 | $288,506 | $166,131+73.7% | $164,975+74.9% | $145,877+97.8% |
| Participation rate | 95.2% | 82.0%+13.2pp | 78.6%+16.6pp | 80.3%+14.9pp |
| Annual return | 8.24% | 100.37%-92.1pp | 70.12%-61.9pp | 551.28%-543.0pp |
| Employer contribution / active EE | $23,663 | $5,276+348.5% | $4,343+444.9% | $4,663+407.5% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $16,635 | $16,648-0.1% | $12,688+31.1% | $13,402+24.1% |