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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 | $255,636 | $67,602+278.2% | $82,312+210.6% | $70,126+264.5% |
| Participation rate | 81.6% | 72.8%+8.8pp | 76.9%+4.7pp | 69.5%+12.0pp |
| Annual return | 8.24% | 21.57%-13.3pp | 25.88%-17.6pp | 73.15%-64.9pp |
| Employer contribution / active EE | $3,676 | $1,755+109.5% | $2,428+51.4% | $2,343+56.9% |
| Participant deferral / active EE | $641 | $2,987-78.5% | $3,706-82.7% | $3,332-80.7% |
| Admin fee / account holder | $9,563 | $4,512+112.0% | $5,608+70.5% | $4,645+105.8% |