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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 | $263,320 | $181,062+45.4% | $158,223+66.4% | $155,188+69.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 8.49% | 57.39%-48.9pp | 52.09%-43.6pp | 148.84%-140.3pp |
| Employer contribution / active EE | $9,000 | $4,565+97.2% | $4,109+119.0% | $4,248+111.9% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,362 | $18,825-87.5% | $16,047-85.3% | $14,480-83.7% |