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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 | $599,080 | $160,040+274.3% | $147,096+307.3% | $145,877+310.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.18% | 98.49%-91.3pp | 419.75%-412.6pp | 551.28%-544.1pp |
| Employer contribution / active EE | $3,333 | $5,289-37.0% | $4,936-32.5% | $4,663-28.5% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $30,732 | $15,050+104.2% | $13,005+136.3% | $13,402+129.3% |