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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 | $572,433 | $97,289+488.4% | $92,805+516.8% | $155,188+268.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 7.38% | 29.03%-21.7pp | 31.59%-24.2pp | 148.84%-141.5pp |
| Employer contribution / active EE | $10,360 | $3,632+185.3% | $3,424+202.6% | $4,248+143.9% |
| Participant deferral / active EE | $0 | $8,795-100.0% | $8,448-100.0% | $6,531-100.0% |
| Admin fee / account holder | $208,212 | $12,015+1633.0% | $10,911+1808.3% | $14,480+1338.0% |