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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 | $112,729+306.7% | $98,716+364.5% | $137,256+234.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 7.50% | 38.48%-31.0pp | 31.81%-24.3pp | 220.34%-212.8pp |
| Employer contribution / active EE | $11,127 | $2,725+308.3% | $2,279+388.3% | $4,156+167.7% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $17,067 | $10,129+68.5% | $8,703+96.1% | $12,270+39.1% |