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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 | $330,781 | $93,617+253.3% | $135,982+143.3% | $75,177+340.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.72% | 30.89%-16.2pp | 68.32%-53.6pp | 160.75%-146.0pp |
| Employer contribution / active EE | $6,717 | $3,538+89.8% | $4,859+38.2% | $2,671+151.5% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,566 | $6,980+8.4% | $10,767-29.7% | $5,651+33.9% |