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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 | $523,800 | $86,938+502.5% | $102,423+411.4% | $80,925+547.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 9.27% | 18.89%-9.6pp | 29.42%-20.1pp | 35.65%-26.4pp |
| Employer contribution / active EE | $24,995 | $2,369+955.0% | $3,023+726.8% | $2,756+806.8% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,409 | $8,053-8.0% | $9,455-21.6% | $6,940+6.8% |