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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 | $299,472 | $153,774+94.7% | $133,979+123.5% | $273,970+9.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.14% | 36.51%-35.4pp | 29.30%-28.2pp | 41.46%-40.3pp |
| Employer contribution / active EE | $7,500 | $6,029+24.4% | $5,211+43.9% | $4,869+54.0% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $357 | $11,765-97.0% | $9,324-96.2% | $10,132-96.5% |