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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 | $280,034 | $81,358+244.2% | $155,556+80.0% | $80,959+245.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 6.92% | 33.39%-26.5pp | 64.84%-57.9pp | 35.67%-28.7pp |
| Employer contribution / active EE | $10,506 | $3,106+238.2% | $4,675+124.7% | $2,757+281.1% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $10,421 | $7,994+30.4% | $15,885-34.4% | $6,925+50.5% |