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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 | $353,041 | $199,109+77.3% | $173,730+103.2% | $154,746+128.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 4.49% | 20.02%-15.5pp | 19.96%-15.5pp | 172.34%-167.8pp |
| Employer contribution / active EE | $21,536 | $5,311+305.5% | $4,577+370.5% | $4,379+391.8% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $7,106 | $20,916-66.0% | $17,523-59.4% | $14,365-50.5% |