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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 | $383,564 | $76,551+401.1% | $123,894+209.6% | $62,881+510.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 5.45% | 18.68%-13.2pp | 47.52%-42.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $11,111 | $2,882+285.5% | $4,617+140.7% | $2,281+387.1% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $7,959 | $4,826+64.9% | $8,357-4.8% | $4,296+85.3% |