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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 | $493,590 | $76,407+546.0% | $150,298+228.4% | $82,448+498.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 12.76% | 39.99%-27.2pp | 62.79%-50.0pp | 41.64%-28.9pp |
| Employer contribution / active EE | $21,619 | $2,614+727.0% | $4,154+420.4% | $2,551+747.5% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $11,920 | $6,352+87.6% | $14,116-15.6% | $7,234+64.8% |