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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 | $77,814+239.4% | $158,223+66.9% | $86,983+203.7% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 6.17% | 30.54%-24.4pp | 52.09%-45.9pp | 25.83%-19.7pp |
| Employer contribution / active EE | $8,825 | $2,592+240.4% | $4,109+114.8% | $2,584+241.4% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $5,467-100.0% | $4,194-100.0% |
| Admin fee / account holder | $4,839 | $5,879-17.7% | $16,047-69.8% | $7,856-38.4% |