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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 | $271,978 | $149,679+81.7% | $117,039+132.4% | $147,585+84.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 7.89% | 19.31%-11.4pp | 18.95%-11.1pp | 578.57%-570.7pp |
| Employer contribution / active EE | $7,581 | $4,937+53.6% | $3,785+100.3% | $4,876+55.5% |
| Participant deferral / active EE | $545 | $4,912-88.9% | $3,929-86.1% | $5,439-90.0% |
| Admin fee / account holder | $10,018 | $7,856+27.5% | $5,974+67.7% | $10,885-8.0% |