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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 | $282,001 | $199,109+41.6% | $173,730+62.3% | $154,746+82.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 1.36% | 20.02%-18.7pp | 19.96%-18.6pp | 172.34%-171.0pp |
| Employer contribution / active EE | $11,667 | $5,311+119.7% | $4,577+154.9% | $4,379+166.4% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $8,437 | $20,916-59.7% | $17,523-51.9% | $14,365-41.3% |