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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 | $628,239 | $106,280+491.1% | $96,538+550.8% | $139,487+350.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 6.93% | 38.48%-31.5pp | 35.74%-28.8pp | 373.84%-366.9pp |
| Employer contribution / active EE | $28,313 | $4,107+589.4% | $3,740+657.0% | $4,755+495.5% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $16,202 | $7,888+105.4% | $6,737+140.5% | $11,407+42.0% |