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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 | $102,245+419.5% | $89,340+494.5% | $137,256+287.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 9.06% | 21.89%-12.8pp | 20.57%-11.5pp | 220.34%-211.3pp |
| Employer contribution / active EE | $18,840 | $2,529+644.9% | $2,231+744.4% | $4,156+353.3% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $3,823-100.0% | $6,407-100.0% |
| Admin fee / account holder | $7,526 | $8,085-6.9% | $6,704+12.3% | $12,270-38.7% |