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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 | $265,882 | $157,304+69.0% | $141,197+88.3% | $152,909+73.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 4.01% | 64.34%-60.3pp | 71.41%-67.4pp | 345.46%-341.5pp |
| Employer contribution / active EE | $1,804 | $5,263-65.7% | $4,736-61.9% | $4,764-62.1% |
| Participant deferral / active EE | $739 | $7,111-89.6% | $6,710-89.0% | $5,851-87.4% |
| Admin fee / account holder | $8,712 | $12,126-28.2% | $10,265-15.1% | $11,601-24.9% |