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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 | $464,182 | $96,731+379.9% | $123,973+274.4% | $86,983+433.6% |
| Participation rate | 97.6% | 70.0%+27.6pp | 76.7%+21.0pp | 69.5%+28.1pp |
| Annual return | 3.87% | 17.33%-13.5pp | 388.13%-384.3pp | 25.83%-22.0pp |
| Employer contribution / active EE | $19,116 | $3,297+479.8% | $4,126+363.3% | $2,584+639.6% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $16,424 | $8,722+88.3% | $11,799+39.2% | $7,856+109.1% |