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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 | $106,864+393.6% | $147,318+258.1% | $82,637+538.3% |
| Participation rate | 90.3% | 75.5%+14.8pp | 82.1%+8.3pp | 68.1%+22.3pp |
| Annual return | 13.47% | 27.49%-14.0pp | 70.43%-57.0pp | 53.51%-40.0pp |
| Employer contribution / active EE | $26,197 | $3,417+666.7% | $4,593+470.4% | $2,552+926.5% |
| Participant deferral / active EE | $0 | $6,496-100.0% | $7,906-100.0% | $4,126-100.0% |
| Admin fee / account holder | $53,841 | $8,415+539.8% | $13,708+292.8% | $7,339+633.7% |