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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 | $210,510+27.3% | $153,500+74.6% | $145,877+83.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.26% | 13.45%-5.2pp | 15.70%-7.4pp | 551.28%-543.0pp |
| Employer contribution / active EE | $12,625 | $6,052+108.6% | $5,039+150.5% | $4,663+170.8% |
| Participant deferral / active EE | $350 | $7,974-95.6% | $6,756-94.8% | $6,691-94.8% |
| Admin fee / account holder | $2,640 | $19,455-86.4% | $12,736-79.3% | $13,402-80.3% |