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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 | $95,453+328.4% | $112,040+265.0% | $82,448+396.0% |
| Participation rate | 96.8% | 72.8%+24.0pp | 76.5%+20.3pp | 68.1%+28.7pp |
| Annual return | 7.05% | 23.92%-16.9pp | 24.52%-17.5pp | 41.64%-34.6pp |
| Employer contribution / active EE | $6,259 | $2,318+170.0% | $2,954+111.9% | $2,551+145.4% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $42,840 | $9,013+375.3% | $12,098+254.1% | $7,234+492.2% |