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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 | $488,933 | $118,695+311.9% | $98,916+394.3% | $158,950+207.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 4.59% | 372.39%-367.8pp | 196.45%-191.9pp | 302.91%-298.3pp |
| Employer contribution / active EE | $9,280 | $3,333+178.4% | $2,689+245.1% | $4,762+94.9% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $13,996 | $10,132+38.1% | $6,642+110.7% | $11,248+24.4% |