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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 | $705,909 | $211,105+234.4% | $178,449+295.6% | $145,978+383.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.12% | 30.19%-23.1pp | 27.09%-20.0pp | 550.52%-543.4pp |
| Employer contribution / active EE | $49,463 | $4,569+982.7% | $3,951+1152.0% | $4,662+961.0% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,277-100.0% | $6,690-100.0% |
| Admin fee / account holder | $61,975 | $12,017+415.7% | $10,362+498.1% | $13,400+362.5% |