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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 | $347,257 | $46,599+645.2% | $64,101+441.7% | $75,173+361.9% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 10.15% | 26.06%-15.9pp | 33.72%-23.6pp | 160.72%-150.6pp |
| Employer contribution / active EE | $17,953 | $1,975+808.8% | $2,749+553.1% | $2,671+572.1% |
| Participant deferral / active EE | $553 | $2,837-80.5% | $3,881-85.8% | $4,126-86.6% |
| Admin fee / account holder | $28,950 | $2,956+879.4% | $3,070+842.9% | $5,651+412.3% |