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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 | $281,623 | $103,966+170.9% | $112,923+149.4% | $75,177+274.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 2.65% | 24.54%-21.9pp | 34.13%-31.5pp | 160.75%-158.1pp |
| Employer contribution / active EE | $5,000 | $3,870+29.2% | $4,570+9.4% | $2,671+87.2% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $6,520-100.0% | $4,126-100.0% |
| Admin fee / account holder | $19,824 | $7,663+158.7% | $7,046+181.4% | $5,651+250.8% |