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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 | $254,432 | $135,956+87.1% | $123,894+105.4% | $273,972-7.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1.02% | 56.63%-55.6pp | 47.52%-46.5pp | 41.46%-40.4pp |
| Employer contribution / active EE | $11,689 | $5,170+126.1% | $4,617+153.2% | $4,869+140.1% |
| Participant deferral / active EE | $1,600 | $6,343-74.8% | $5,984-73.3% | $5,287-69.7% |
| Admin fee / account holder | $13,463 | $9,817+37.1% | $8,357+61.1% | $10,133+32.9% |