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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 | $282,710 | $97,550+189.8% | $120,344+134.9% | $87,485+223.2% |
| Participation rate | 96.6% | 72.8%+23.7pp | 76.7%+19.8pp | 68.9%+27.6pp |
| Annual return | 10.99% | 18.41%-7.4pp | 20.30%-9.3pp | 26.06%-15.1pp |
| Employer contribution / active EE | $10,571 | $2,291+361.5% | $3,020+250.0% | $2,596+307.2% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $13,613 | $9,543+42.7% | $12,742+6.8% | $7,775+75.1% |