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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 | $288,611 | $126,661+127.9% | $113,397+154.5% | $138,895+107.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 9.64% | 25.05%-15.4pp | 23.20%-13.6pp | 145.39%-135.8pp |
| Employer contribution / active EE | $3,333 | $3,456-3.6% | $2,977+12.0% | $4,194-20.5% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $7,142 | $14,549-50.9% | $11,957-40.3% | $12,562-43.1% |