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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 | $396,615 | $217,427+82.4% | $185,837+113.4% | $167,518+136.8% |
| Participation rate | 90.9% | 86.0%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 7.23% | 148.39%-141.2pp | 122.08%-114.9pp | 478.71%-471.5pp |
| Employer contribution / active EE | $31,629 | $5,874+438.4% | $5,168+512.0% | $4,838+553.7% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,919 | $19,816-75.2% | $16,241-69.7% | $12,312-60.0% |