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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 | $388,989 | $48,011+710.2% | $63,803+509.7% | $82,637+370.7% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 10.28% | 19.84%-9.6pp | 543.72%-533.4pp | 53.51%-43.2pp |
| Employer contribution / active EE | $22,961 | $1,904+1106.2% | $2,532+806.7% | $2,552+799.7% |
| Participant deferral / active EE | $563 | $2,846-80.2% | $3,843-85.3% | $4,126-86.3% |
| Admin fee / account holder | $45,760 | $3,873+1081.4% | $5,196+780.6% | $7,339+523.5% |