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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 | $930,566 | $162,967+471.0% | $135,792+585.3% | $138,895+570.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 8.89% | 30.08%-21.2pp | 25.96%-17.1pp | 145.39%-136.5pp |
| Employer contribution / active EE | $3,250 | $4,211-22.8% | $3,496-7.0% | $4,194-22.5% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $72,587 | $15,306+374.2% | $12,266+491.8% | $12,562+477.8% |