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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 | $490,102 | $209,336+134.1% | $197,124+148.6% | $137,256+257.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 4.41% | 48.09%-43.7pp | 44.34%-39.9pp | 220.34%-215.9pp |
| Employer contribution / active EE | $24,146 | $6,591+266.4% | $6,227+287.7% | $4,156+481.0% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $24,059 | $17,308+39.0% | $16,298+47.6% | $12,270+96.1% |