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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 | $408,234 | $58,493+597.9% | $84,023+385.9% | $72,976+459.4% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 9.14% | 28.93%-19.8pp | 71.32%-62.2pp | 81.02%-71.9pp |
| Employer contribution / active EE | $14,799 | $1,163+1172.5% | $1,984+646.0% | $2,440+506.5% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $20,070 | $4,569+339.3% | $6,102+228.9% | $5,124+291.7% |