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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 | $286,556 | $183,592+56.1% | $155,574+84.2% | $145,877+96.4% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 6.97% | 61.37%-54.4pp | 64.87%-57.9pp | 551.28%-544.3pp |
| Employer contribution / active EE | $15,030 | $5,317+182.7% | $4,676+221.4% | $4,663+222.3% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $19,065 | $19,316-1.3% | $15,914+19.8% | $13,402+42.3% |