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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 | $76,834+253.2% | $108,359+150.4% | $87,485+210.2% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 8.73% | 19.09%-10.4pp | 36.89%-28.2pp | 26.06%-17.3pp |
| Employer contribution / active EE | $6,600 | $1,556+324.1% | $2,399+175.1% | $2,596+154.2% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $15,213 | $6,537+132.7% | $9,741+56.2% | $7,775+95.7% |