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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 | $744,949 | $70,366+958.7% | $66,674+1017.3% | $138,895+436.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 9.89% | 386.41%-376.5pp | 321.24%-311.4pp | 145.39%-135.5pp |
| Employer contribution / active EE | $7,013 | $2,765+153.6% | $2,620+167.7% | $4,194+67.2% |
| Participant deferral / active EE | $25 | $4,374-99.4% | $4,084-99.4% | $6,396-99.6% |
| Admin fee / account holder | $5,392 | $5,262+2.5% | $5,098+5.8% | $12,562-57.1% |