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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 | $1,250,409 | $172,111+626.5% | $150,298+732.0% | $137,256+811.0% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 7.22% | 69.37%-62.2pp | 62.79%-55.6pp | 220.34%-213.1pp |
| Employer contribution / active EE | $16,250 | $4,636+250.5% | $4,154+291.2% | $4,156+291.0% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $37,643 | $16,471+128.5% | $14,116+166.7% | $12,270+206.8% |