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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 | $286,884 | $99,345+188.8% | $84,753+238.5% | $273,972+4.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.38% | 22.93%-21.6pp | 22.78%-21.4pp | 41.46%-40.1pp |
| Employer contribution / active EE | $5,000 | $4,214+18.7% | $3,574+39.9% | $4,869+2.7% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,154 | $6,645-52.5% | $5,333-40.9% | $10,133-68.9% |