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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 | $357,897 | $174,379+105.2% | $152,093+135.3% | $138,895+157.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 6.10% | 74.86%-68.8pp | 66.36%-60.3pp | 145.39%-139.3pp |
| Employer contribution / active EE | $12,271 | $4,652+163.8% | $4,175+193.9% | $4,194+192.6% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $15,119 | $16,880-10.4% | $14,497+4.3% | $12,562+20.4% |