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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 | $264,138 | $86,050+207.0% | $189,758+39.2% | $94,015+181.0% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 6.17% | 17.77%-11.6pp | 52.62%-46.5pp | 17.84%-11.7pp |
| Employer contribution / active EE | $8,825 | $2,819+213.0% | $4,767+85.1% | $2,790+216.3% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $4,839 | $6,627-27.0% | $20,388-76.3% | $8,951-45.9% |