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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 | $567,940 | $86,949+553.2% | $102,460+454.3% | $80,959+601.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 5.03% | 18.89%-13.9pp | 29.47%-24.4pp | 35.67%-30.6pp |
| Employer contribution / active EE | $11,409 | $2,370+381.4% | $3,025+277.1% | $2,757+313.8% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8,738 | $8,048+8.6% | $9,460-7.6% | $6,925+26.2% |