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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 | $384,930 | $81,403+372.9% | $147,027+161.8% | $87,485+340.0% |
| Participation rate | 96.0% | 63.4%+32.6pp | 73.7%+22.3pp | 68.9%+27.1pp |
| Annual return | 10.34% | 16.51%-6.2pp | 20.23%-9.9pp | 26.06%-15.7pp |
| Employer contribution / active EE | $17,274 | $2,205+683.3% | $3,626+376.4% | $2,596+565.4% |
| Participant deferral / active EE | $0 | $3,315-100.0% | $4,933-100.0% | $4,274-100.0% |
| Admin fee / account holder | $22,884 | $6,755+238.8% | $12,223+87.2% | $7,775+194.3% |