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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 | $308,338 | $93,692+229.1% | $116,538+164.6% | $86,983+254.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 3.54% | 26.00%-22.5pp | 17.97%-14.4pp | 25.83%-22.3pp |
| Employer contribution / active EE | $8,333 | $3,831+117.5% | $4,541+83.5% | $2,584+222.4% |
| Participant deferral / active EE | $0 | $5,612-100.0% | $6,207-100.0% | $4,194-100.0% |
| Admin fee / account holder | $6,902 | $7,586-9.0% | $8,737-21.0% | $7,856-12.1% |