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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 | $449,858 | $110,137+308.5% | $161,149+179.2% | $82,637+444.4% |
| Participation rate | 91.4% | 72.4%+19.0pp | 78.8%+12.5pp | 68.1%+23.3pp |
| Annual return | 10.32% | 20.69%-10.4pp | 21.16%-10.8pp | 53.51%-43.2pp |
| Employer contribution / active EE | $16,622 | $2,856+482.0% | $4,360+281.2% | $2,552+551.3% |
| Participant deferral / active EE | $0 | $4,575-100.0% | $6,153-100.0% | $4,126-100.0% |
| Admin fee / account holder | $20,555 | $9,467+117.1% | $15,194+35.3% | $7,339+180.1% |