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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 | $622,155 | $81,947+659.2% | $105,387+490.4% | $72,976+752.5% |
| Participation rate | 97.0% | 76.5%+20.4pp | 82.6%+14.4pp | 69.5%+27.5pp |
| Annual return | 7.83% | 42.90%-35.1pp | 26.82%-19.0pp | 81.02%-73.2pp |
| Employer contribution / active EE | $27,120 | $3,468+682.0% | $4,213+543.7% | $2,440+1011.5% |
| Participant deferral / active EE | $0 | $4,494-100.0% | $5,502-100.0% | $3,608-100.0% |
| Admin fee / account holder | $147,790 | $6,258+2261.7% | $6,559+2153.4% | $5,124+2784.2% |