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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 | $277,733 | $213,785+29.9% | $185,441+49.8% | $155,188+79.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 3.77% | 19.97%-16.2pp | 20.16%-16.4pp | 148.84%-145.1pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,040 | $6,864-84.8% | $6,152-83.1% | $6,531-84.1% |
| Admin fee / account holder | $2,548 | $21,134-87.9% | $17,890-85.8% | $14,480-82.4% |