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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 | $737,390 | $217,432+239.1% | $185,851+296.8% | $167,553+340.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 3.43% | 148.43%-145.0pp | 122.11%-118.7pp | 478.89%-475.5pp |
| Employer contribution / active EE | $5,643 | $5,874-3.9% | $5,168+9.2% | $4,840+16.6% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $26,351 | $19,820+32.9% | $16,245+62.2% | $12,316+113.9% |