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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 | $564,312 | $70,366+702.0% | $66,674+746.4% | $138,895+306.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 12.56% | 386.41%-373.8pp | 321.24%-308.7pp | 145.39%-132.8pp |
| Employer contribution / active EE | $28,052 | $2,765+914.5% | $2,620+970.6% | $4,194+568.8% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,978 | $5,262-43.4% | $5,098-41.6% | $12,562-76.3% |