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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 | $698,973 | $160,028+336.8% | $147,080+375.2% | $145,884+379.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 8.27% | 98.60%-90.3pp | 420.17%-411.9pp | 551.85%-543.6pp |
| Employer contribution / active EE | $33,073 | $5,286+525.7% | $4,933+570.4% | $4,662+609.4% |
| Participant deferral / active EE | $459 | $8,422-94.5% | $8,066-94.3% | $6,690-93.1% |
| Admin fee / account holder | $9,029 | $15,030-39.9% | $12,989-30.5% | $13,392-32.6% |