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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 | $921,288 | $108,825+746.6% | $156,181+489.9% | $82,448+1017.4% |
| Participation rate | 98.8% | 72.4%+26.4pp | 78.8%+20.0pp | 68.1%+30.7pp |
| Annual return | 6.46% | 20.59%-14.1pp | 64.87%-58.4pp | 41.64%-35.2pp |
| Employer contribution / active EE | $15,349 | $2,870+434.9% | $4,294+257.5% | $2,551+501.7% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $52,803 | $9,341+465.3% | $14,586+262.0% | $7,234+629.9% |