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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 | $408,954 | $97,550+319.2% | $120,344+239.8% | $87,485+367.5% |
| Participation rate | 96.8% | 72.8%+23.9pp | 76.7%+20.1pp | 68.9%+27.8pp |
| Annual return | 7.05% | 18.41%-11.4pp | 20.30%-13.3pp | 26.06%-19.0pp |
| Employer contribution / active EE | $6,259 | $2,291+173.2% | $3,020+107.2% | $2,596+141.1% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $42,840 | $9,543+348.9% | $12,742+236.2% | $7,775+451.0% |