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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 | $356,731 | $110,137+223.9% | $161,149+121.4% | $82,637+331.7% |
| Participation rate | 97.2% | 72.4%+24.9pp | 78.8%+18.4pp | 68.1%+29.2pp |
| Annual return | 3.10% | 20.69%-17.6pp | 21.16%-18.1pp | 53.51%-50.4pp |
| Employer contribution / active EE | $1,029 | $2,856-64.0% | $4,360-76.4% | $2,552-59.7% |
| Participant deferral / active EE | $0 | $4,575-100.0% | $6,153-100.0% | $4,126-100.0% |
| Admin fee / account holder | $52,350 | $9,467+453.0% | $15,194+244.5% | $7,339+613.3% |