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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 | $252,062 | $155,555+62.0% | $146,866+71.6% | $155,188+62.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 5.01% | 115.41%-110.4pp | 102.85%-97.8pp | 148.84%-143.8pp |
| Employer contribution / active EE | $17,227 | $4,647+270.7% | $4,425+289.3% | $4,248+305.5% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $6,762 | $14,755-54.2% | $13,620-50.4% | $14,480-53.3% |