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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 | $339,422 | $129,737+161.6% | $119,126+184.9% | $154,746+119.3% |
| Participation rate | 90.0% | 78.9%+11.1pp | 75.8%+14.2pp | 80.7%+9.3pp |
| Annual return | 7.38% | 379.08%-371.7pp | 282.11%-274.7pp | 172.34%-165.0pp |
| Employer contribution / active EE | $20,000 | $4,375+357.1% | $4,034+395.8% | $4,379+356.7% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $9,644 | $11,961-19.4% | $10,693-9.8% | $14,365-32.9% |