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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 | $736,844 | $162,136+354.5% | $152,301+383.8% | $154,746+376.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.91% | 91.02%-80.1pp | 80.50%-69.6pp | 172.34%-161.4pp |
| Employer contribution / active EE | $37,272 | $4,890+662.2% | $4,624+706.0% | $4,379+751.1% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $46,539 | $15,759+195.3% | $14,398+223.2% | $14,365+224.0% |