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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 | $732,299 | $117,904+521.1% | $102,457+614.7% | $145,978+401.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.33% | 31.80%-25.5pp | 29.41%-23.1pp | 550.52%-544.2pp |
| Employer contribution / active EE | $34,466 | $3,613+853.9% | $3,022+1040.5% | $4,662+639.3% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,054-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,804 | $13,329-79.0% | $9,451-70.3% | $13,400-79.1% |