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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 | $833,062 | $198,462+319.8% | $170,439+388.8% | $147,585+464.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.84% | 257.30%-248.5pp | 205.94%-197.1pp | 578.58%-569.7pp |
| Employer contribution / active EE | $9,246 | $6,184+49.5% | $5,433+70.2% | $4,876+89.6% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,188 | $16,852-69.2% | $13,881-62.6% | $10,886-52.3% |