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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 | $509,326 | $95,453+433.6% | $112,040+354.6% | $82,448+517.8% |
| Participation rate | 84.8% | 72.8%+12.1pp | 76.5%+8.4pp | 68.1%+16.8pp |
| Annual return | 8.30% | 23.92%-15.6pp | 24.52%-16.2pp | 41.64%-33.3pp |
| Employer contribution / active EE | $18,120 | $2,318+681.8% | $2,954+513.4% | $2,551+610.3% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $103,519 | $9,013+1048.5% | $12,098+755.7% | $7,234+1330.9% |