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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 | $288,099 | $101,778+183.1% | $164,975+74.6% | $80,925+256.0% |
| Participation rate | 87.5% | 71.8%+15.7pp | 78.6%+8.9pp | 67.7%+19.8pp |
| Annual return | 9.60% | 16.73%-7.1pp | 70.12%-60.5pp | 35.65%-26.0pp |
| Employer contribution / active EE | $9,375 | $2,954+217.4% | $4,343+115.9% | $2,756+240.1% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,894 | $8,221-64.8% | $12,688-77.2% | $6,940-58.3% |