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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 | $86,949+502.4% | $102,460+411.2% | $80,959+547.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 9.27% | 18.89%-9.6pp | 29.47%-20.2pp | 35.67%-26.4pp |
| Employer contribution / active EE | $24,995 | $2,370+954.8% | $3,025+726.2% | $2,757+806.5% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $7,409 | $8,048-7.9% | $9,460-21.7% | $6,925+7.0% |