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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 | $339,174 | $110,137+208.0% | $161,149+110.5% | $82,637+310.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 10.07% | 20.69%-10.6pp | 21.16%-11.1pp | 53.51%-43.4pp |
| Employer contribution / active EE | $10,863 | $2,856+280.4% | $4,360+149.1% | $2,552+325.6% |
| Participant deferral / active EE | $0 | $4,575-100.0% | $6,153-100.0% | $4,126-100.0% |
| Admin fee / account holder | $31,843 | $9,467+236.4% | $15,194+109.6% | $7,339+333.9% |