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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 | $458,517 | $124,980+266.9% | $108,359+323.1% | $154,746+196.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 7.50% | 45.00%-37.5pp | 36.89%-29.4pp | 172.34%-164.8pp |
| Employer contribution / active EE | $11,127 | $2,851+290.3% | $2,399+363.7% | $4,379+154.1% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $17,067 | $11,502+48.4% | $9,741+75.2% | $14,365+18.8% |