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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 | $93,345+397.3% | $119,126+289.7% | $87,485+430.6% |
| Participation rate | 97.6% | 68.7%+28.9pp | 75.8%+21.9pp | 68.9%+28.7pp |
| Annual return | 3.87% | 19.08%-15.2pp | 282.11%-278.2pp | 26.06%-22.2pp |
| Employer contribution / active EE | $19,116 | $3,172+502.7% | $4,034+373.9% | $2,596+636.3% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $16,424 | $8,039+104.3% | $10,693+53.6% | $7,775+111.2% |