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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 | $63,809+301.1% | $81,353+214.6% | $80,935+216.2% |
| Participation rate | 94.1% | 63.9%+30.2pp | 69.5%+24.6pp | 67.7%+26.5pp |
| Annual return | 10.15% | 16.37%-6.2pp | 24.82%-14.7pp | 35.66%-25.5pp |
| Employer contribution / active EE | $6,866 | $1,981+246.6% | $2,464+178.7% | $2,757+149.1% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,371 | $5,686+47.2% | $5,766+45.2% | $6,924+20.9% |