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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 | $686,740 | $183,627+274.0% | $155,602+341.3% | $145,978+370.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.19% | 61.32%-57.1pp | 64.81%-60.6pp | 550.52%-546.3pp |
| Employer contribution / active EE | $4,297 | $5,316-19.2% | $4,675-8.1% | $4,662-7.8% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,298 | $19,327-88.1% | $15,923-85.6% | $13,400-82.8% |