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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 | $700,396 | $71,353+881.6% | $92,805+654.7% | $86,983+705.2% |
| Participation rate | 100.0% | 80.9%+19.1pp | 83.5%+16.5pp | 69.5%+30.5pp |
| Annual return | 9.87% | 44.68%-34.8pp | 31.59%-21.7pp | 25.83%-16.0pp |
| Employer contribution / active EE | $20,247 | $2,468+720.3% | $3,424+491.3% | $2,584+683.4% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $8,448-100.0% | $4,194-100.0% |
| Admin fee / account holder | $92,126 | $6,099+1410.4% | $10,911+744.4% | $7,856+1072.7% |