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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 | $922,141 | $202,345+355.7% | $172,755+433.8% | $152,885+503.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 7.85% | 1029.77%-1021.9pp | 802.94%-795.1pp | 345.39%-337.5pp |
| Employer contribution / active EE | $34,200 | $5,858+483.8% | $5,144+564.8% | $4,763+618.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,510 | $17,111-67.8% | $13,955-60.5% | $11,598-52.5% |