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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 | $199,109+450.6% | $173,730+531.0% | $154,746+608.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 7.04% | 20.02%-13.0pp | 19.96%-12.9pp | 172.34%-165.3pp |
| Employer contribution / active EE | $12,752 | $5,311+140.1% | $4,577+178.6% | $4,379+191.2% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $16,976 | $20,916-18.8% | $17,523-3.1% | $14,365+18.2% |