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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 | $283,119 | $117,904+140.1% | $102,457+176.3% | $145,978+93.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.00% | 31.80%-24.8pp | 29.41%-22.4pp | 550.52%-543.5pp |
| Employer contribution / active EE | $19,922 | $3,613+451.3% | $3,022+559.2% | $4,662+327.3% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,054-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,612 | $13,329-50.4% | $9,451-30.0% | $13,400-50.7% |