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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 | $648,427 | $72,071+799.7% | $68,368+848.4% | $137,256+372.4% |
| Participation rate | 88.2% | 76.2%+12.0pp | 73.8%+14.5pp | 80.0%+8.3pp |
| Annual return | 11.17% | 353.14%-342.0pp | 292.57%-281.4pp | 220.34%-209.2pp |
| Employer contribution / active EE | $20,517 | $2,788+635.9% | $2,649+674.5% | $4,156+393.7% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $17,030 | $5,336+219.2% | $5,150+230.7% | $12,270+38.8% |