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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 | $345,923 | $93,589+269.6% | $135,942+154.5% | $75,181+360.1% |
| Participation rate | 94.7% | 75.2%+19.5pp | 81.9%+12.8pp | 67.2%+27.5pp |
| Annual return | 12.76% | 30.90%-18.1pp | 68.28%-55.5pp | 160.69%-147.9pp |
| Employer contribution / active EE | $11,842 | $3,537+234.8% | $4,858+143.8% | $2,671+343.4% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $15,499 | $6,977+122.1% | $10,764+44.0% | $5,650+174.3% |