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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 | $351,925 | $77,814+352.3% | $158,223+122.4% | $86,983+304.6% |
| Participation rate | 96.7% | 68.4%+28.3pp | 79.2%+17.5pp | 69.5%+27.1pp |
| Annual return | 10.93% | 30.54%-19.6pp | 52.09%-41.2pp | 25.83%-14.9pp |
| Employer contribution / active EE | $19,800 | $2,592+663.8% | $4,109+381.9% | $2,584+666.1% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $5,467-100.0% | $4,194-100.0% |
| Admin fee / account holder | $24,068 | $5,879+309.4% | $16,047+50.0% | $7,856+206.4% |