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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 | $251,785 | $106,749+135.9% | $145,433+73.1% | $82,448+205.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 9.84% | 27.59%-17.8pp | 66.58%-56.7pp | 41.64%-31.8pp |
| Employer contribution / active EE | $10,078 | $3,444+192.6% | $4,554+121.3% | $2,551+295.1% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,413 | $8,390-35.5% | $13,129-58.8% | $7,234-25.2% |