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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 | $777,711 | $166,131+368.1% | $164,975+371.4% | $145,877+433.1% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 7.03% | 100.37%-93.3pp | 70.12%-63.1pp | 551.28%-544.3pp |
| Employer contribution / active EE | $29,052 | $5,276+450.7% | $4,343+569.0% | $4,663+523.0% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $10,913 | $16,648-34.4% | $12,688-14.0% | $13,402-18.6% |