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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 | $358,400 | $99,345+260.8% | $84,753+322.9% | $273,972+30.8% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 1.09% | 22.93%-21.8pp | 22.78%-21.7pp | 41.46%-40.4pp |
| Employer contribution / active EE | $13,328 | $4,214+216.3% | $3,574+272.9% | $4,869+173.7% |
| Participant deferral / active EE | $903 | $4,270-78.8% | $3,712-75.7% | $5,287-82.9% |
| Admin fee / account holder | $5,162 | $6,645-22.3% | $5,333-3.2% | $10,133-49.1% |