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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 | $541,129 | $127,790+323.5% | $106,555+407.8% | $167,536+223.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 6.52% | 33.88%-27.4pp | 26.80%-20.3pp | 478.82%-472.3pp |
| Employer contribution / active EE | $30,226 | $3,428+781.8% | $2,819+972.1% | $4,839+524.6% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,399-100.0% | $6,342-100.0% |
| Admin fee / account holder | $11,667 | $11,229+3.9% | $7,408+57.5% | $12,315-5.3% |