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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 | $287,092 | $95,453+200.8% | $112,040+156.2% | $82,448+248.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 11.30% | 23.92%-12.6pp | 24.52%-13.2pp | 41.64%-30.3pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,645 | $4,224-61.1% | $5,098-67.7% | $4,139-60.3% |
| Admin fee / account holder | $15,672 | $9,013+73.9% | $12,098+29.5% | $7,234+116.6% |