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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 | $354,245 | $83,485+324.3% | $125,195+183.0% | $72,976+385.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 14.97% | 25.77%-10.8pp | 43.79%-28.8pp | 81.02%-66.0pp |
| Employer contribution / active EE | $3,030 | $2,346+29.2% | $3,866-21.6% | $2,440+24.2% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $15,857 | $5,518+187.4% | $9,704+63.4% | $5,124+209.5% |