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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 | $536,477 | $182,442+194.1% | $163,379+228.4% | $138,895+286.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 7.69% | 72.74%-65.0pp | 63.41%-55.7pp | 145.39%-137.7pp |
| Employer contribution / active EE | $29,633 | $4,159+612.4% | $3,752+689.7% | $4,194+606.5% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $14,195 | $10,396+36.5% | $9,818+44.6% | $12,562+13.0% |