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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 | $882,118 | $201,370+338.1% | $184,256+378.7% | $145,897+504.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.32% | 29.05%-20.7pp | 28.85%-20.5pp | 552.29%-544.0pp |
| Employer contribution / active EE | $13,587 | $7,024+93.4% | $6,427+111.4% | $4,663+191.4% |
| Participant deferral / active EE | $973 | $9,808-90.1% | $9,133-89.3% | $6,689-85.5% |
| Admin fee / account holder | $79,100 | $16,364+383.4% | $13,899+469.1% | $13,390+490.7% |