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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 | $687,553 | $108,825+531.8% | $156,181+340.2% | $82,448+733.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 5.89% | 20.59%-14.7pp | 64.87%-59.0pp | 41.64%-35.8pp |
| Employer contribution / active EE | $12,905 | $2,870+349.7% | $4,294+200.5% | $2,551+405.9% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $765 | $9,341-91.8% | $14,586-94.8% | $7,234-89.4% |