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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 | $374,236 | $86,949+330.4% | $102,460+265.3% | $80,959+362.3% |
| Participation rate | 97.6% | 72.4%+25.2pp | 76.5%+21.1pp | 67.7%+30.0pp |
| Annual return | 7.04% | 18.89%-11.9pp | 29.47%-22.4pp | 35.67%-28.6pp |
| Employer contribution / active EE | $10,126 | $2,370+327.3% | $3,025+234.7% | $2,757+267.3% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $36,385 | $8,048+352.1% | $9,460+284.6% | $6,925+425.4% |