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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 | $499,317 | $184,014+171.3% | $161,149+209.8% | $138,895+259.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 8.21% | 21.52%-13.3pp | 21.16%-12.9pp | 145.39%-137.2pp |
| Employer contribution / active EE | $23,367 | $5,055+362.2% | $4,360+435.9% | $4,194+457.1% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,124 | $18,027-82.7% | $15,194-79.4% | $12,562-75.1% |