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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 | $539,390 | $176,794+205.1% | $146,647+267.8% | $167,553+221.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 5.24% | 24.04%-18.8pp | 22.75%-17.5pp | 478.89%-473.7pp |
| Employer contribution / active EE | $16,826 | $5,161+226.0% | $4,137+306.7% | $4,840+247.7% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $24,307 | $13,262+83.3% | $10,281+136.4% | $12,316+97.4% |