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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 | $306,350 | $87,132+251.6% | $105,624+190.0% | $80,959+278.4% |
| Participation rate | 98.9% | 70.4%+28.5pp | 75.3%+23.6pp | 67.7%+31.2pp |
| Annual return | 8.24% | 17.03%-8.8pp | 116.20%-108.0pp | 35.67%-27.4pp |
| Employer contribution / active EE | $7,634 | $2,397+218.5% | $3,168+141.0% | $2,757+176.9% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $16,494 | $8,449+95.2% | $10,961+50.5% | $6,925+138.2% |