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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 | $351,925 | $76,407+360.6% | $150,298+134.2% | $82,448+326.8% |
| Participation rate | 96.7% | 66.4%+30.3pp | 77.8%+18.9pp | 68.1%+28.6pp |
| Annual return | 10.93% | 39.99%-29.1pp | 62.79%-51.9pp | 41.64%-30.7pp |
| Employer contribution / active EE | $19,800 | $2,614+657.4% | $4,154+376.6% | $2,551+676.2% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $24,068 | $6,352+278.9% | $14,116+70.5% | $7,234+232.7% |