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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 | $310,746 | $96,731+221.2% | $123,973+150.7% | $86,983+257.2% |
| Participation rate | 96.7% | 70.0%+26.6pp | 76.7%+20.0pp | 69.5%+27.1pp |
| Annual return | 6.06% | 17.33%-11.3pp | 388.13%-382.1pp | 25.83%-19.8pp |
| Employer contribution / active EE | $11,643 | $3,297+253.2% | $4,126+182.2% | $2,584+350.5% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,196 | $8,722-86.3% | $11,799-89.9% | $7,856-84.8% |