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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 | $271,351 | $77,574+249.8% | $108,753+149.5% | $86,983+212.0% |
| Participation rate | 100.0% | 62.3%+37.7pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 8.73% | 18.42%-9.7pp | 37.47%-28.7pp | 25.83%-17.1pp |
| Employer contribution / active EE | $6,600 | $1,611+309.8% | $2,427+172.0% | $2,584+155.4% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,115-100.0% | $4,194-100.0% |
| Admin fee / account holder | $15,213 | $6,529+133.0% | $10,320+47.4% | $7,856+93.7% |