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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 | $553,823 | $116,203+376.6% | $93,621+491.6% | $152,909+262.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 7.64% | 35.96%-28.3pp | 32.76%-25.1pp | 345.46%-337.8pp |
| Employer contribution / active EE | $19,480 | $3,219+505.1% | $2,719+616.5% | $4,764+308.9% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,645 | $10,751-84.7% | $7,890-79.1% | $11,601-85.8% |