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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 | $728,069 | $110,379+559.6% | $102,412+610.9% | $145,884+399.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.95% | 24.84%-18.9pp | 24.94%-19.0pp | 551.85%-545.9pp |
| Employer contribution / active EE | $9,750 | $4,216+131.3% | $3,870+151.9% | $4,662+109.1% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $156,423 | $9,745+1505.2% | $8,388+1764.9% | $13,392+1068.0% |