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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 | $447,609 | $152,460+193.6% | $118,746+276.9% | $147,586+203.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 6.57% | 17.41%-10.8pp | 24.54%-18.0pp | 578.59%-572.0pp |
| Employer contribution / active EE | $28,727 | $5,046+469.3% | $4,193+585.2% | $4,876+489.1% |
| Participant deferral / active EE | $0 | $6,212-100.0% | $5,332-100.0% | $5,439-100.0% |
| Admin fee / account holder | $19,873 | $16,953+17.2% | $10,720+85.4% | $10,886+82.6% |