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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 | $670,160 | $226,135+196.4% | $182,558+267.1% | $152,909+338.3% |
| Participation rate | 93.8% | 82.5%+11.3pp | 78.0%+15.8pp | 82.5%+11.3pp |
| Annual return | 7.32% | 192.60%-185.3pp | 148.59%-141.3pp | 345.46%-338.1pp |
| Employer contribution / active EE | $13,634 | $4,979+173.8% | $4,076+234.5% | $4,764+186.2% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $44,456 | $10,707+315.2% | $8,594+417.3% | $11,601+283.2% |