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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 | $310,006 | $67,606+358.5% | $82,313+276.6% | $70,124+342.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 4.30% | 21.57%-17.3pp | 25.88%-21.6pp | 73.14%-68.8pp |
| Employer contribution / active EE | $6,913 | $1,755+293.9% | $2,428+184.7% | $2,342+195.1% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,053 | $4,512+12.0% | $5,608-9.9% | $4,645+8.8% |