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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 | $753,652 | $210,510+258.0% | $153,500+391.0% | $145,877+416.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.47% | 13.45%-5.0pp | 15.70%-7.2pp | 551.28%-542.8pp |
| Employer contribution / active EE | $38,890 | $6,052+542.6% | $5,039+671.7% | $4,663+734.0% |
| Participant deferral / active EE | $0 | $7,974-100.0% | $6,756-100.0% | $6,691-100.0% |
| Admin fee / account holder | $8,904 | $19,455-54.2% | $12,736-30.1% | $13,402-33.6% |