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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 | $255,952 | $63,845+300.9% | $81,370+214.6% | $80,959+216.2% |
| Participation rate | 94.1% | 63.9%+30.2pp | 69.5%+24.6pp | 67.7%+26.4pp |
| Annual return | 10.15% | 16.37%-6.2pp | 24.85%-14.7pp | 35.67%-25.5pp |
| Employer contribution / active EE | $6,866 | $1,980+246.8% | $2,464+178.7% | $2,757+149.0% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8,371 | $5,688+47.2% | $5,749+45.6% | $6,925+20.9% |