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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 | $509,326 | $104,098+389.3% | $140,514+262.5% | $94,015+441.8% |
| Participation rate | 84.8% | 73.7%+11.1pp | 77.8%+7.1pp | 70.8%+14.0pp |
| Annual return | 8.30% | 15.14%-6.8pp | 14.36%-6.1pp | 17.84%-9.5pp |
| Employer contribution / active EE | $18,120 | $2,388+658.7% | $3,378+436.3% | $2,790+549.4% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $103,519 | $10,439+891.7% | $13,697+655.8% | $8,951+1056.5% |