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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 | $87,106+251.7% | $105,607+190.1% | $80,935+278.5% |
| Participation rate | 98.9% | 70.4%+28.5pp | 75.3%+23.6pp | 67.7%+31.3pp |
| Annual return | 8.24% | 17.01%-8.8pp | 116.11%-107.9pp | 35.66%-27.4pp |
| Employer contribution / active EE | $7,634 | $2,396+218.6% | $3,167+141.0% | $2,757+176.9% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,011-100.0% | $4,299-100.0% |
| Admin fee / account holder | $16,494 | $8,447+95.3% | $10,958+50.5% | $6,924+138.2% |