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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 | $641,937 | $155,555+312.7% | $146,866+337.1% | $155,188+313.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 10.29% | 115.41%-105.1pp | 102.85%-92.6pp | 148.84%-138.5pp |
| Employer contribution / active EE | $27,567 | $4,647+493.3% | $4,425+523.0% | $4,248+549.0% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $25,301 | $14,755+71.5% | $13,620+85.8% | $14,480+74.7% |