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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 | $201,344+338.1% | $184,243+378.8% | $145,877+504.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.32% | 29.01%-20.7pp | 28.82%-20.5pp | 551.28%-543.0pp |
| Employer contribution / active EE | $13,587 | $7,022+93.5% | $6,427+111.4% | $4,663+191.4% |
| Participant deferral / active EE | $973 | $9,807-90.1% | $9,132-89.3% | $6,691-85.5% |
| Admin fee / account holder | $79,100 | $16,382+382.8% | $13,914+468.5% | $13,402+490.2% |