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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 | $97,550+422.1% | $120,344+323.2% | $87,485+482.2% |
| Participation rate | 84.8% | 72.8%+12.0pp | 76.7%+8.1pp | 68.9%+15.9pp |
| Annual return | 8.30% | 18.41%-10.1pp | 20.30%-12.0pp | 26.06%-17.8pp |
| Employer contribution / active EE | $18,120 | $2,291+691.0% | $3,020+500.0% | $2,596+597.9% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $103,519 | $9,543+984.8% | $12,742+712.4% | $7,775+1231.5% |