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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 | $693,540 | $93,589+641.1% | $135,942+410.2% | $75,181+822.5% |
| Participation rate | 96.9% | 75.2%+21.7pp | 81.9%+15.0pp | 67.2%+29.7pp |
| Annual return | 13.53% | 30.90%-17.4pp | 68.28%-54.8pp | 160.69%-147.2pp |
| Employer contribution / active EE | $16,276 | $3,537+360.1% | $4,858+235.1% | $2,671+509.5% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $18,784 | $6,977+169.2% | $10,764+74.5% | $5,650+232.5% |