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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 | $435,020 | $114,119+281.2% | $107,187+305.9% | $138,895+213.2% |
| Participation rate | 78.6% | 78.1%+0.5pp | 75.0%+3.6pp | 79.9%-1.3pp |
| Annual return | 10.47% | 273.21%-262.7pp | 204.55%-194.1pp | 145.39%-134.9pp |
| Employer contribution / active EE | $10,737 | $4,059+164.5% | $3,782+183.9% | $4,194+156.0% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $61,693 | $10,024+515.5% | $9,162+573.3% | $12,562+391.1% |