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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 | $289,609 | $72,027+302.1% | $185,861+55.8% | $79,856+262.7% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 8.95% | 23.13%-14.2pp | 35.96%-27.0pp | 31.71%-22.8pp |
| Employer contribution / active EE | $8,804 | $1,965+348.0% | $4,088+115.4% | $2,471+256.3% |
| Participant deferral / active EE | $0 | $3,780-100.0% | $5,634-100.0% | $3,741-100.0% |
| Admin fee / account holder | $8,272 | $4,513+83.3% | $9,503-13.0% | $5,306+55.9% |