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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 | $142,972+95.4% | $214,702+30.1% | $86,983+221.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 11.08% | 18.49%-7.4pp | 54.55%-43.5pp | 25.83%-14.8pp |
| Employer contribution / active EE | $13,314 | $4,635+187.3% | $6,461+106.1% | $2,584+415.2% |
| Participant deferral / active EE | $0 | $6,568-100.0% | $9,147-100.0% | $4,194-100.0% |
| Admin fee / account holder | $9,083 | $17,617-48.4% | $19,830-54.2% | $7,856+15.6% |