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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 | $256,353 | $95,453+168.6% | $112,040+128.8% | $82,448+210.9% |
| Participation rate | 78.9% | 72.8%+6.2pp | 76.5%+2.5pp | 68.1%+10.9pp |
| Annual return | 9.29% | 23.92%-14.6pp | 24.52%-15.2pp | 41.64%-32.4pp |
| Employer contribution / active EE | $3,240 | $2,318+39.8% | $2,954+9.7% | $2,551+27.0% |
| Participant deferral / active EE | $518 | $4,224-87.7% | $5,098-89.8% | $4,139-87.5% |
| Admin fee / account holder | $7,032 | $9,013-22.0% | $12,098-41.9% | $7,234-2.8% |