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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 | $737,387 | $89,364+725.1% | $141,177+422.3% | $72,983+910.4% |
| Participation rate | 90.4% | 75.1%+15.3pp | 82.5%+7.9pp | 69.5%+20.9pp |
| Annual return | 11.28% | 111.86%-100.6pp | 71.40%-60.1pp | 81.01%-69.7pp |
| Employer contribution / active EE | $16,958 | $3,115+444.4% | $4,736+258.1% | $2,440+595.0% |
| Participant deferral / active EE | $1,021 | $5,419-81.2% | $6,710-84.8% | $3,608-71.7% |
| Admin fee / account holder | $110,272 | $5,959+1750.6% | $10,263+974.4% | $5,124+2052.0% |