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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 | $166,089+368.2% | $164,928+371.5% | $145,978+432.8% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 7.03% | 100.26%-93.2pp | 70.08%-63.0pp | 550.52%-543.5pp |
| Employer contribution / active EE | $29,052 | $5,276+450.6% | $4,343+568.9% | $4,662+523.2% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $10,913 | $16,641-34.4% | $12,684-14.0% | $13,400-18.6% |