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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 | $421,199 | $183,516+129.5% | $155,534+170.8% | $145,884+188.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.82% | 61.43%-54.6pp | 64.92%-58.1pp | 551.85%-545.0pp |
| Employer contribution / active EE | $23,002 | $5,315+332.8% | $4,675+392.0% | $4,662+393.4% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $19,128 | $19,293-0.9% | $15,900+20.3% | $13,392+42.8% |