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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 | $97,648+465.3% | $121,663+353.7% | $87,485+531.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | 10.17% | 18.03%-7.9pp | 147.54%-137.4pp | 26.06%-15.9pp |
| Employer contribution / active EE | $6,985 | $2,300+203.6% | $3,020+131.3% | $2,596+169.0% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $24,407 | $11,100+119.9% | $14,289+70.8% | $7,775+213.9% |