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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 | $774,007 | $217,432+256.0% | $185,849+316.5% | $167,536+362.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.18% | 148.42%-141.2pp | 122.10%-114.9pp | 478.82%-471.6pp |
| Employer contribution / active EE | $20,942 | $5,875+256.5% | $5,169+305.2% | $4,839+332.8% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,401 | $19,818-87.9% | $16,244-85.2% | $12,315-80.5% |