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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 | $95,453+196.2% | $112,040+152.3% | $82,448+242.9% |
| Participation rate | 96.6% | 72.8%+23.8pp | 76.5%+20.1pp | 68.1%+28.5pp |
| Annual return | 10.99% | 23.92%-12.9pp | 24.52%-13.5pp | 41.64%-30.6pp |
| Employer contribution / active EE | $10,571 | $2,318+356.1% | $2,954+257.9% | $2,551+314.4% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $13,613 | $9,013+51.0% | $12,098+12.5% | $7,234+88.2% |