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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 | $352,368 | $96,731+264.3% | $123,973+184.2% | $86,983+305.1% |
| Participation rate | 93.8% | 70.0%+23.7pp | 76.7%+17.1pp | 69.5%+24.2pp |
| Annual return | 3.22% | 17.33%-14.1pp | 388.13%-384.9pp | 25.83%-22.6pp |
| Employer contribution / active EE | $17,173 | $3,297+420.9% | $4,126+316.2% | $2,584+564.5% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $7,781 | $8,722-10.8% | $11,799-34.1% | $7,856-1.0% |