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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 | $405,272 | $157,304+157.6% | $141,197+187.0% | $152,909+165.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 12.53% | 64.34%-51.8pp | 71.41%-58.9pp | 345.46%-332.9pp |
| Employer contribution / active EE | $5,833 | $5,263+10.8% | $4,736+23.2% | $4,764+22.4% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,646 | $12,126-69.9% | $10,265-64.5% | $11,601-68.6% |