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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 | $449,237 | $201,372+123.1% | $184,260+143.8% | $145,884+207.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.44% | 29.04%-21.6pp | 28.84%-21.4pp | 551.85%-544.4pp |
| Employer contribution / active EE | $15,909 | $7,024+126.5% | $6,427+147.5% | $4,662+241.2% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $50,642 | $16,362+209.5% | $13,898+264.4% | $13,392+278.2% |