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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 | $77,574+318.4% | $108,753+198.5% | $86,983+273.1% |
| Participation rate | 96.2% | 62.3%+33.9pp | 71.1%+25.1pp | 69.5%+26.6pp |
| Annual return | 11.25% | 18.42%-7.2pp | 37.47%-26.2pp | 25.83%-14.6pp |
| Employer contribution / active EE | $22,491 | $1,611+1296.4% | $2,427+826.9% | $2,584+770.2% |
| Participant deferral / active EE | $236 | $3,128-92.5% | $4,115-94.3% | $4,194-94.4% |
| Admin fee / account holder | $2,003 | $6,529-69.3% | $10,320-80.6% | $7,856-74.5% |