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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 | $251,741 | $143,969+74.9% | $199,883+25.9% | $82,637+204.6% |
| Participation rate | 94.9% | 84.1%+10.7pp | 86.8%+8.1pp | 68.1%+26.8pp |
| Annual return | 3.94% | 25.67%-21.7pp | 43.81%-39.9pp | 53.51%-49.6pp |
| Employer contribution / active EE | $24,718 | $4,632+433.6% | $6,261+294.8% | $2,552+868.5% |
| Participant deferral / active EE | $0 | $6,937-100.0% | $9,138-100.0% | $4,126-100.0% |
| Admin fee / account holder | $42,264 | $14,597+189.5% | $17,268+144.8% | $7,339+475.9% |