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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 | $86,938+553.3% | $102,423+454.5% | $80,925+601.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 5.03% | 18.89%-13.9pp | 29.42%-24.4pp | 35.65%-30.6pp |
| Employer contribution / active EE | $11,409 | $2,369+381.5% | $3,023+277.4% | $2,756+313.9% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,738 | $8,053+8.5% | $9,455-7.6% | $6,940+25.9% |