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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 | $808,023 | $104,937+670.0% | $84,628+854.8% | $152,897+428.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 7.28% | 373.88%-366.6pp | 258.80%-251.5pp | 345.43%-338.2pp |
| Employer contribution / active EE | $38,425 | $3,303+1063.3% | $2,653+1348.4% | $4,764+706.7% |
| Participant deferral / active EE | $0 | $4,690-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,026 | $6,243+28.5% | $4,914+63.3% | $11,599-30.8% |