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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 | $780,863 | $153,769+407.8% | $133,975+482.8% | $273,972+185.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -2.50% | 36.51%-39.0pp | 29.29%-31.8pp | 41.46%-44.0pp |
| Employer contribution / active EE | $8,400 | $6,029+39.3% | $5,211+61.2% | $4,869+72.5% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $120,000 | $11,765+920.0% | $9,324+1187.0% | $10,133+1084.3% |