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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 | $1,579,167 | $183,592+760.2% | $155,574+915.1% | $145,877+982.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.56% | 61.37%-52.8pp | 64.87%-56.3pp | 551.28%-542.7pp |
| Employer contribution / active EE | $14,769 | $5,317+177.8% | $4,676+215.9% | $4,663+216.7% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $71,613 | $19,316+270.7% | $15,914+350.0% | $13,402+434.3% |