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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 | $253,278 | $177,156+43.0% | $147,027+72.3% | $154,746+63.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 4.41% | 21.94%-17.5pp | 20.23%-15.8pp | 172.34%-167.9pp |
| Employer contribution / active EE | $2,589 | $4,336-40.3% | $3,626-28.6% | $4,379-40.9% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,885 | $14,904-80.6% | $12,223-76.4% | $14,365-79.9% |