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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 | $285,080 | $76,371+273.3% | $93,621+204.5% | $72,976+290.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 11.09% | 25.82%-14.7pp | 32.76%-21.7pp | 81.02%-69.9pp |
| Employer contribution / active EE | $15,450 | $2,276+578.9% | $2,719+468.3% | $2,440+533.2% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,811 | $6,839-73.5% | $7,890-77.0% | $5,124-64.6% |