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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 | $647,288 | $135,956+376.1% | $123,894+422.5% | $273,972+136.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.12% | 56.63%-53.5pp | 47.52%-44.4pp | 41.46%-38.3pp |
| Employer contribution / active EE | $7,309 | $5,170+41.4% | $4,617+58.3% | $4,869+50.1% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,475 | $9,817-64.6% | $8,357-58.4% | $10,133-65.7% |