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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 | $369,554 | $73,978+399.5% | $96,515+282.9% | $75,173+391.6% |
| Participation rate | 92.0% | 66.4%+25.6pp | 74.3%+17.7pp | 67.2%+24.8pp |
| Annual return | 10.78% | 26.72%-15.9pp | 35.73%-24.9pp | 160.72%-149.9pp |
| Employer contribution / active EE | $27,353 | $2,931+833.3% | $3,740+631.5% | $2,671+924.1% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $30,585 | $5,219+486.1% | $6,735+354.1% | $5,651+441.3% |