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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 | $275,279 | $80,992+239.9% | $96,534+185.2% | $75,173+266.2% |
| Participation rate | 89.3% | 71.8%+17.5pp | 76.0%+13.3pp | 67.2%+22.1pp |
| Annual return | 8.74% | 27.05%-18.3pp | 25.88%-17.1pp | 160.72%-152.0pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $865 | $3,929-78.0% | $4,851-82.2% | $4,126-79.0% |
| Admin fee / account holder | $9,160 | $6,717+36.4% | $8,253+11.0% | $5,651+62.1% |