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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 | $552,027 | $94,031+487.1% | $115,768+376.8% | $82,448+569.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 10.17% | 20.61%-10.4pp | 100.46%-90.3pp | 41.64%-31.5pp |
| Employer contribution / active EE | $6,985 | $2,323+200.6% | $2,940+137.6% | $2,551+173.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $24,407 | $10,249+138.1% | $12,439+96.2% | $7,234+237.4% |