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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 | $513,157 | $239,571+114.2% | $183,328+179.9% | $137,256+273.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 8.79% | 35.69%-26.9pp | 29.67%-20.9pp | 220.34%-211.6pp |
| Employer contribution / active EE | $14,020 | $6,148+128.1% | $5,055+177.3% | $4,156+237.3% |
| Participant deferral / active EE | $0 | $7,995-100.0% | $6,795-100.0% | $6,407-100.0% |
| Admin fee / account holder | $28,348 | $30,059-5.7% | $21,427+32.3% | $12,270+131.0% |