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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 | $770,805 | $183,539+320.0% | $155,556+395.5% | $145,897+428.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.41% | 61.31%-53.9pp | 64.84%-57.4pp | 552.29%-544.9pp |
| Employer contribution / active EE | $5,127 | $5,315-3.5% | $4,675+9.7% | $4,663+10.0% |
| Participant deferral / active EE | $867 | $6,467-86.6% | $5,631-84.6% | $6,689-87.0% |
| Admin fee / account holder | $23,575 | $19,275+22.3% | $15,885+48.4% | $13,390+76.1% |