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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 | $404,818 | $115,225+251.3% | $100,712+302.0% | $138,895+191.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 9.49% | 40.35%-30.9pp | 33.27%-23.8pp | 145.39%-135.9pp |
| Employer contribution / active EE | $26,198 | $2,771+845.4% | $2,313+1032.8% | $4,194+524.6% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,819 | $10,844-64.8% | $9,256-58.7% | $12,562-69.6% |