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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 | $345,963 | $126,661+173.1% | $113,397+205.1% | $138,895+149.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 8.82% | 25.05%-16.2pp | 23.20%-14.4pp | 145.39%-136.6pp |
| Employer contribution / active EE | $6,429 | $3,456+86.0% | $2,977+115.9% | $4,194+53.3% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $24,445 | $14,549+68.0% | $11,957+104.4% | $12,562+94.6% |