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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 | $400,395 | $87,060+359.9% | $105,591+279.2% | $80,911+394.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 7.90% | 17.05%-9.1pp | 116.43%-108.5pp | 35.63%-27.7pp |
| Employer contribution / active EE | $17,723 | $2,396+639.7% | $3,166+459.8% | $2,756+543.1% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,008-100.0% | $4,297-100.0% |
| Admin fee / account holder | $13,486 | $8,442+59.7% | $11,024+22.3% | $6,935+94.5% |