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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 | $350,500 | $97,550+259.3% | $120,344+191.2% | $87,485+300.6% |
| Participation rate | 97.0% | 72.8%+24.1pp | 76.7%+20.3pp | 68.9%+28.0pp |
| Annual return | 9.30% | 18.41%-9.1pp | 20.30%-11.0pp | 26.06%-16.8pp |
| Employer contribution / active EE | $18,202 | $2,291+694.6% | $3,020+502.7% | $2,596+601.1% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $21,619 | $9,543+126.6% | $12,742+69.7% | $7,775+178.1% |