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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 | $531,163 | $106,974+396.5% | $90,796+485.0% | $138,895+282.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 9.06% | 20.10%-11.0pp | 19.29%-10.2pp | 145.39%-136.3pp |
| Employer contribution / active EE | $18,840 | $2,609+622.2% | $2,294+721.4% | $4,194+349.2% |
| Participant deferral / active EE | $0 | $4,455-100.0% | $3,822-100.0% | $6,396-100.0% |
| Admin fee / account holder | $7,526 | $8,626-12.8% | $7,024+7.2% | $12,562-40.1% |