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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 | $264,138 | $76,407+245.7% | $150,298+75.7% | $82,448+220.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 6.17% | 39.99%-33.8pp | 62.79%-56.6pp | 41.64%-35.5pp |
| Employer contribution / active EE | $8,825 | $2,614+237.6% | $4,154+112.4% | $2,551+245.9% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,839 | $6,352-23.8% | $14,116-65.7% | $7,234-33.1% |