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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 | $268,001 | $210,908+27.1% | $153,643+74.4% | $145,884+83.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.26% | 13.46%-5.2pp | 15.71%-7.5pp | 551.85%-543.6pp |
| Employer contribution / active EE | $12,625 | $6,055+108.5% | $5,039+150.5% | $4,662+170.8% |
| Participant deferral / active EE | $350 | $7,976-95.6% | $6,754-94.8% | $6,690-94.8% |
| Admin fee / account holder | $2,640 | $19,477-86.4% | $12,739-79.3% | $13,392-80.3% |