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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 | $616,394 | $103,385+496.2% | $87,104+607.7% | $152,870+303.2% |
| Participation rate | 93.3% | 79.3%+14.0pp | 76.9%+16.5pp | 82.4%+10.9pp |
| Annual return | 7.63% | 28.10%-20.5pp | 28.19%-20.6pp | 345.34%-337.7pp |
| Employer contribution / active EE | $10,000 | $3,220+210.5% | $2,521+296.6% | $4,763+110.0% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,850-100.0% |
| Admin fee / account holder | $10,850 | $12,192-11.0% | $7,490+44.9% | $11,597-6.4% |