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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 | $279,388 | $145,431+92.1% | $211,142+32.3% | $87,485+219.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 11.08% | 27.21%-16.1pp | 46.84%-35.8pp | 26.06%-15.0pp |
| Employer contribution / active EE | $13,314 | $4,662+185.6% | $6,442+106.7% | $2,596+412.8% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $9,083 | $17,052-46.7% | $19,076-52.4% | $7,775+16.8% |