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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 | $543,971 | $107,368+406.6% | $92,915+485.4% | $152,909+255.7% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.5%+3.3pp |
| Annual return | 11.88% | 145.64%-133.8pp | 109.45%-97.6pp | 345.46%-333.6pp |
| Employer contribution / active EE | $17,857 | $4,222+322.9% | $3,653+388.8% | $4,764+274.8% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,132 | $7,082-41.7% | $5,796-28.7% | $11,601-64.4% |