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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 | $324,577 | $76,834+322.4% | $108,359+199.5% | $87,485+271.0% |
| Participation rate | 96.2% | 61.7%+34.4pp | 70.1%+26.0pp | 68.9%+27.2pp |
| Annual return | 11.25% | 19.09%-7.8pp | 36.89%-25.6pp | 26.06%-14.8pp |
| Employer contribution / active EE | $22,491 | $1,556+1345.1% | $2,399+837.3% | $2,596+766.3% |
| Participant deferral / active EE | $236 | $3,100-92.4% | $4,137-94.3% | $4,274-94.5% |
| Admin fee / account holder | $2,003 | $6,537-69.4% | $9,741-79.4% | $7,775-74.2% |