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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 | $840,556 | $226,090+271.8% | $182,531+360.5% | $152,885+449.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 7.43% | 192.57%-185.1pp | 148.57%-141.1pp | 345.39%-338.0pp |
| Employer contribution / active EE | $7,778 | $4,978+56.2% | $4,075+90.8% | $4,763+63.3% |
| Participant deferral / active EE | $1,111 | $6,369-82.6% | $5,525-79.9% | $5,851-81.0% |
| Admin fee / account holder | $53,555 | $10,705+400.3% | $8,593+523.3% | $11,598+361.8% |