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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 | $476,089 | $123,793+284.6% | $177,840+167.7% | $79,852+496.2% |
| Participation rate | 91.2% | 84.7%+6.5pp | 87.7%+3.5pp | 69.6%+21.5pp |
| Annual return | 3.43% | 22.82%-19.4pp | 48.32%-44.9pp | 31.72%-28.3pp |
| Employer contribution / active EE | $21,333 | $4,095+420.9% | $5,919+260.4% | $2,471+763.3% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $50,329 | $7,243+594.9% | $12,431+304.9% | $5,306+848.5% |