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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 | $270,067 | $118,695+127.5% | $98,916+173.0% | $158,950+69.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 4.45% | 372.39%-367.9pp | 196.45%-192.0pp | 302.91%-298.5pp |
| Employer contribution / active EE | $5,258 | $3,333+57.7% | $2,689+95.5% | $4,762+10.4% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $11,655 | $10,132+15.0% | $6,642+75.5% | $11,248+3.6% |