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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 | $821,636 | $239,571+243.0% | $183,328+348.2% | $137,256+498.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 9.25% | 35.69%-26.4pp | 29.67%-20.4pp | 220.34%-211.1pp |
| Employer contribution / active EE | $12,017 | $6,148+95.5% | $5,055+137.7% | $4,156+189.1% |
| Participant deferral / active EE | $0 | $7,995-100.0% | $6,795-100.0% | $6,407-100.0% |
| Admin fee / account holder | $165,859 | $30,059+451.8% | $21,427+674.1% | $12,270+1251.7% |