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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 | $1,595,357 | $162,136+884.0% | $152,301+947.5% | $154,746+931.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.54% | 91.02%-80.5pp | 80.50%-70.0pp | 172.34%-161.8pp |
| Employer contribution / active EE | $35,000 | $4,890+615.7% | $4,624+656.8% | $4,379+699.3% |
| Participant deferral / active EE | $2,352 | $8,341-71.8% | $8,004-70.6% | $6,730-65.1% |
| Admin fee / account holder | $30,010 | $15,759+90.4% | $14,398+108.4% | $14,365+108.9% |