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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 | $686,605 | $213,785+221.2% | $185,441+270.3% | $155,188+342.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 5.68% | 19.97%-14.3pp | 20.16%-14.5pp | 148.84%-143.2pp |
| Employer contribution / active EE | $21,266 | $5,393+294.3% | $4,672+355.2% | $4,248+400.6% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $34,600 | $21,134+63.7% | $17,890+93.4% | $14,480+139.0% |