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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 | $535,988 | $110,240+386.2% | $96,544+455.2% | $139,487+284.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 4.80% | 26.41%-21.6pp | 25.88%-21.1pp | 373.84%-369.0pp |
| Employer contribution / active EE | $23,812 | $3,622+557.4% | $2,966+702.7% | $4,755+400.8% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $7,688 | $11,602-33.7% | $8,254-6.9% | $11,407-32.6% |