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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 | $446,332 | $201,372+121.6% | $184,260+142.2% | $145,884+206.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.40% | 29.04%-20.6pp | 28.84%-20.4pp | 551.85%-543.4pp |
| Employer contribution / active EE | $15,000 | $7,024+113.6% | $6,427+133.4% | $4,662+221.7% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $36,092 | $16,362+120.6% | $13,898+159.7% | $13,392+169.5% |