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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 | $538,827 | $91,537+488.6% | $130,045+314.3% | $75,173+616.8% |
| Participation rate | 96.8% | 71.5%+25.3pp | 78.5%+18.3pp | 67.2%+29.6pp |
| Annual return | 7.02% | -631.55%+638.6pp | -137.30%+144.3pp | 160.72%-153.7pp |
| Employer contribution / active EE | $17,095 | $2,845+500.9% | $4,321+295.6% | $2,671+540.0% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $60,407 | $6,780+791.0% | $10,600+469.9% | $5,651+969.0% |