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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 | $682,283 | $77,472+780.7% | $100,415+579.5% | $80,959+742.8% |
| Participation rate | 95.6% | 76.9%+18.6pp | 81.5%+14.0pp | 67.7%+27.9pp |
| Annual return | -0.11% | 37.26%-37.4pp | 49.47%-49.6pp | 35.67%-35.8pp |
| Employer contribution / active EE | $31,896 | $2,800+1039.0% | $3,943+708.9% | $2,757+1056.8% |
| Participant deferral / active EE | $0 | $6,818-100.0% | $8,091-100.0% | $4,300-100.0% |
| Admin fee / account holder | $22,316 | $5,885+279.2% | $7,906+182.3% | $6,925+222.2% |