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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 | $264,890 | $63,346+318.2% | $92,240+187.2% | $70,126+277.7% |
| Participation rate | 97.5% | 68.7%+28.8pp | 76.5%+21.0pp | 69.5%+28.0pp |
| Annual return | 12.37% | 530.19%-517.8pp | 176.29%-163.9pp | 73.15%-60.8pp |
| Employer contribution / active EE | $9,996 | $2,471+304.5% | $3,680+171.7% | $2,343+326.7% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $16,734 | $3,841+335.7% | $5,194+222.2% | $4,645+260.2% |