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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 | $488,918 | $134,817+262.7% | $123,973+294.4% | $155,188+215.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 5.42% | 515.49%-510.1pp | 388.13%-382.7pp | 148.84%-143.4pp |
| Employer contribution / active EE | $5,000 | $4,425+13.0% | $4,126+21.2% | $4,248+17.7% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $26,924 | $13,245+103.3% | $11,799+128.2% | $14,480+85.9% |