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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 | $548,941 | $110,240+398.0% | $96,544+468.6% | $139,487+293.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 8.50% | 26.41%-17.9pp | 25.88%-17.4pp | 373.84%-365.3pp |
| Employer contribution / active EE | $5,357 | $3,622+47.9% | $2,966+80.6% | $4,755+12.7% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $41,642 | $11,602+258.9% | $8,254+404.5% | $11,407+265.0% |