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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 | $388,520 | $176,786+119.8% | $146,643+164.9% | $167,536+131.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 7.07% | 24.04%-17.0pp | 22.75%-15.7pp | 478.82%-471.7pp |
| Employer contribution / active EE | $13,304 | $5,161+157.8% | $4,137+221.6% | $4,839+174.9% |
| Participant deferral / active EE | $300 | $6,440-95.3% | $5,506-94.6% | $6,342-95.3% |
| Admin fee / account holder | $15,054 | $13,262+13.5% | $10,280+46.4% | $12,315+22.2% |