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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 | $311,480 | $129,737+140.1% | $119,126+161.5% | $154,746+101.3% |
| Participation rate | 82.4% | 78.9%+3.5pp | 75.8%+6.6pp | 80.7%+1.7pp |
| Annual return | 4.23% | 379.08%-374.8pp | 282.11%-277.9pp | 172.34%-168.1pp |
| Employer contribution / active EE | $20,143 | $4,375+360.4% | $4,034+399.4% | $4,379+360.0% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $25,250 | $11,961+111.1% | $10,693+136.1% | $14,365+75.8% |