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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 | $562,018 | $106,749+426.5% | $145,433+286.4% | $82,448+581.7% |
| Participation rate | 94.6% | 75.6%+18.9pp | 82.1%+12.5pp | 68.1%+26.5pp |
| Annual return | 12.35% | 27.59%-15.2pp | 66.58%-54.2pp | 41.64%-29.3pp |
| Employer contribution / active EE | $14,621 | $3,444+324.5% | $4,554+221.0% | $2,551+473.2% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,883 | $8,390-65.6% | $13,129-78.0% | $7,234-60.2% |