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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 | $518,503 | $125,797+312.2% | $170,043+204.9% | $75,173+589.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 9.82% | 27.20%-17.4pp | 53.40%-43.6pp | 160.72%-150.9pp |
| Employer contribution / active EE | $28,169 | $4,616+510.2% | $6,790+314.9% | $2,671+954.6% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,410-100.0% | $4,126-100.0% |
| Admin fee / account holder | $52,020 | $8,177+536.2% | $12,824+305.6% | $5,651+820.6% |