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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 | $299,334 | $123,793+141.8% | $177,840+68.3% | $79,852+274.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 3.43% | 22.82%-19.4pp | 48.32%-44.9pp | 31.72%-28.3pp |
| Employer contribution / active EE | $7,407 | $4,095+80.9% | $5,919+25.2% | $2,471+199.8% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $29,305 | $7,243+304.6% | $12,431+135.7% | $5,306+452.3% |