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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 | $295,552 | $77,905+279.4% | $149,682+97.5% | $75,173+293.2% |
| Participation rate | 86.3% | 65.6%+20.7pp | 78.8%+7.5pp | 67.2%+19.1pp |
| Annual return | 11.89% | 31.72%-19.8pp | 134.35%-122.5pp | 160.65%-148.8pp |
| Employer contribution / active EE | $10,373 | $3,138+230.6% | $4,818+115.3% | $2,670+288.5% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,681-100.0% | $4,126-100.0% |
| Admin fee / account holder | $11,340 | $5,957+90.4% | $13,210-14.2% | $5,651+100.7% |