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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 | $276,624 | $89,515+209.0% | $103,065+168.4% | $80,959+241.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.6%+19.4pp | 67.7%+32.3pp |
| Annual return | 4.08% | 22.82%-18.7pp | 23.95%-19.9pp | 35.67%-31.6pp |
| Employer contribution / active EE | $2,381 | $4,015-40.7% | $4,675-49.1% | $2,757-13.6% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $6,625-100.0% | $4,300-100.0% |
| Admin fee / account holder | $20,027 | $6,527+206.8% | $9,349+114.2% | $6,925+189.2% |