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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 | $863,636 | $83,485+934.5% | $125,195+589.8% | $72,976+1083.5% |
| Participation rate | 90.9% | 73.3%+17.6pp | 79.8%+11.1pp | 69.5%+21.4pp |
| Annual return | 9.14% | 25.77%-16.6pp | 43.79%-34.7pp | 81.02%-71.9pp |
| Employer contribution / active EE | $30,331 | $2,346+1193.1% | $3,866+684.5% | $2,440+1143.1% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $10,862 | $5,518+96.8% | $9,704+11.9% | $5,124+112.0% |