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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 | $322,752 | $85,766+276.3% | $136,298+136.8% | $70,126+360.2% |
| Participation rate | 87.8% | 74.2%+13.6pp | 81.9%+5.9pp | 69.5%+18.3pp |
| Annual return | 9.76% | 31.46%-21.7pp | 5156.27%-5146.5pp | 73.15%-63.4pp |
| Employer contribution / active EE | $12,340 | $2,966+316.0% | $4,696+162.8% | $2,343+426.8% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,057 | $5,421-43.6% | $9,244-66.9% | $4,645-34.2% |