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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 | $257,170 | $63,845+302.8% | $81,370+216.1% | $80,959+217.7% |
| Participation rate | 75.7% | 63.9%+11.8pp | 69.5%+6.1pp | 67.7%+8.0pp |
| Annual return | 7.05% | 16.37%-9.3pp | 24.85%-17.8pp | 35.67%-28.6pp |
| Employer contribution / active EE | $15,113 | $1,980+663.4% | $2,464+513.4% | $2,757+448.1% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,300-100.0% |
| Admin fee / account holder | $28,616 | $5,688+403.1% | $5,749+397.7% | $6,925+313.2% |