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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 | $275,765 | $98,776+179.2% | $149,745+84.2% | $79,856+245.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 4.14% | 27.38%-23.2pp | 276.72%-272.6pp | 31.71%-27.6pp |
| Employer contribution / active EE | $6,255 | $3,217+94.4% | $4,646+34.6% | $2,471+153.1% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,137 | $6,053-64.7% | $9,312-77.0% | $5,306-59.7% |