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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 | $295,803 | $67,602+337.6% | $82,312+259.4% | $70,126+321.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 6.49% | 21.57%-15.1pp | 25.88%-19.4pp | 73.15%-66.7pp |
| Employer contribution / active EE | $12,271 | $1,755+599.2% | $2,428+405.3% | $2,343+423.8% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,686 | $4,512+3.9% | $5,608-16.4% | $4,645+0.9% |