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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 | $289,986 | $68,681+322.2% | $86,625+234.8% | $85,851+237.8% |
| Participation rate | 96.8% | 66.4%+30.4pp | 71.6%+25.1pp | 69.3%+27.5pp |
| Annual return | 8.90% | 20.12%-11.2pp | 63.52%-54.6pp | 318.63%-309.7pp |
| Employer contribution / active EE | $11,038 | $1,880+487.0% | $2,496+342.3% | $2,565+330.2% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,700-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,562 | $5,974-23.6% | $5,830-21.8% | $6,261-27.1% |