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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 | $279,705 | $117,829+137.4% | $102,423+173.1% | $145,877+91.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.67% | 31.83%-25.2pp | 29.42%-22.7pp | 551.28%-544.6pp |
| Employer contribution / active EE | $3,947 | $3,615+9.2% | $3,023+30.6% | $4,663-15.3% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $6,399 | $13,335-52.0% | $9,455-32.3% | $13,402-52.3% |