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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 | $317,894 | $86,919+265.7% | $102,457+210.3% | $80,911+292.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 6.82% | 18.90%-12.1pp | 29.41%-22.6pp | 35.63%-28.8pp |
| Employer contribution / active EE | $14,420 | $2,368+508.9% | $3,022+377.1% | $2,756+423.3% |
| Participant deferral / active EE | $1,604 | $4,119-61.1% | $5,054-68.3% | $4,297-62.7% |
| Admin fee / account holder | $23,313 | $8,049+189.6% | $9,451+146.7% | $6,935+236.2% |