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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 | $160,040+336.8% | $147,096+375.2% | $145,877+379.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 8.27% | 98.49%-90.2pp | 419.75%-411.5pp | 551.28%-543.0pp |
| Employer contribution / active EE | $33,073 | $5,289+525.3% | $4,936+570.0% | $4,663+609.3% |
| Participant deferral / active EE | $459 | $8,429-94.6% | $8,071-94.3% | $6,691-93.1% |
| Admin fee / account holder | $9,029 | $15,050-40.0% | $13,005-30.6% | $13,402-32.6% |