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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 | $527,479 | $106,749+394.1% | $145,433+262.7% | $82,448+539.8% |
| Participation rate | 90.3% | 75.6%+14.7pp | 82.1%+8.2pp | 68.1%+22.3pp |
| Annual return | 13.47% | 27.59%-14.1pp | 66.58%-53.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $26,197 | $3,444+660.5% | $4,554+475.2% | $2,551+926.9% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $53,841 | $8,390+541.7% | $13,129+310.1% | $7,234+644.2% |