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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 | $341,610 | $107,368+218.2% | $92,915+267.7% | $152,909+123.4% |
| Participation rate | 93.8% | 79.8%+14.0pp | 76.0%+17.7pp | 82.5%+11.3pp |
| Annual return | 4.26% | 145.64%-141.4pp | 109.45%-105.2pp | 345.46%-341.2pp |
| Employer contribution / active EE | $12,500 | $4,222+196.0% | $3,653+242.1% | $4,764+162.4% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $13,604 | $7,082+92.1% | $5,796+134.7% | $11,601+17.3% |