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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 | $100,194+308.2% | $122,979+232.5% | $86,983+370.2% |
| Participation rate | 96.8% | 73.0%+23.8pp | 77.2%+19.6pp | 69.5%+27.2pp |
| Annual return | 7.05% | 16.47%-9.4pp | 20.12%-13.1pp | 25.83%-18.8pp |
| Employer contribution / active EE | $6,259 | $2,326+169.1% | $3,062+104.4% | $2,584+142.2% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $42,840 | $10,148+322.2% | $12,864+233.0% | $7,856+445.3% |