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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 | $297,102 | $81,457+264.7% | $103,378+187.4% | $80,911+267.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.42% | 25.58%-15.2pp | 24.91%-14.5pp | 35.63%-25.2pp |
| Employer contribution / active EE | $14,740 | $3,107+374.4% | $3,870+280.8% | $2,756+434.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,528 | $6,717-47.5% | $8,401-58.0% | $6,935-49.1% |