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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 | $307,476 | $85,766+258.5% | $136,298+125.6% | $70,126+338.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 3.56% | 31.46%-27.9pp | 5156.27%-5152.7pp | 73.15%-69.6pp |
| Employer contribution / active EE | $9,419 | $2,966+217.5% | $4,696+100.6% | $2,343+302.1% |
| Participant deferral / active EE | $1,864 | $5,051-63.1% | $6,247-70.2% | $3,332-44.0% |
| Admin fee / account holder | $441 | $5,421-91.9% | $9,244-95.2% | $4,645-90.5% |