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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 | $518,877 | $181,062+186.6% | $158,223+227.9% | $155,188+234.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 7.68% | 57.39%-49.7pp | 52.09%-44.4pp | 148.84%-141.2pp |
| Employer contribution / active EE | $14,911 | $4,565+226.7% | $4,109+262.9% | $4,248+251.0% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,592 | $18,825-80.9% | $16,047-77.6% | $14,480-75.2% |