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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 | $266,994 | $73,955+261.0% | $96,520+176.6% | $75,181+255.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 10.48% | 26.72%-16.2pp | 35.72%-25.2pp | 160.69%-150.2pp |
| Employer contribution / active EE | $10,379 | $2,930+254.2% | $3,739+177.6% | $2,671+288.6% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,558 | $5,217-12.6% | $6,733-32.3% | $5,650-19.3% |