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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 | $544,223 | $138,385+293.3% | $184,200+195.5% | $80,874+572.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 8.34% | 20.02%-11.7pp | 28.80%-20.5pp | 35.62%-27.3pp |
| Employer contribution / active EE | $32,499 | $4,849+570.2% | $6,424+405.9% | $2,756+1079.4% |
| Participant deferral / active EE | $0 | $7,073-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $16,242 | $10,483+54.9% | $13,907+16.8% | $6,935+134.2% |