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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 | $309,929 | $86,940+256.5% | $102,434+202.6% | $80,935+282.9% |
| Participation rate | 96.9% | 72.4%+24.5pp | 76.5%+20.4pp | 67.7%+29.2pp |
| Annual return | 3.98% | 18.89%-14.9pp | 29.46%-25.5pp | 35.66%-31.7pp |
| Employer contribution / active EE | $7,102 | $2,370+199.7% | $3,023+134.9% | $2,757+157.6% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,057 | $8,047-49.6% | $9,462-57.1% | $6,924-41.4% |