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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 | $1,096,303 | $178,174+515.3% | $156,181+601.9% | $137,256+698.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 7.04% | 84.19%-77.2pp | 64.87%-57.8pp | 220.34%-213.3pp |
| Employer contribution / active EE | $12,752 | $4,972+156.5% | $4,294+197.0% | $4,156+206.8% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $16,976 | $17,404-2.5% | $14,586+16.4% | $12,270+38.4% |