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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 | $438,628 | $185,883+136.0% | $170,043+158.0% | $139,466+214.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.96% | 60.54%-50.6pp | 53.40%-43.4pp | 373.66%-363.7pp |
| Employer contribution / active EE | $22,040 | $7,596+190.1% | $6,790+224.6% | $4,754+363.6% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $27,518 | $15,393+78.8% | $12,824+114.6% | $11,409+141.2% |