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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 | $379,726 | $124,213+205.7% | $118,106+221.5% | $154,746+145.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 3.04% | 18.29%-15.3pp | 19.44%-16.4pp | 172.34%-169.3pp |
| Employer contribution / active EE | $16,388 | $4,905+234.1% | $4,698+248.8% | $4,379+274.2% |
| Participant deferral / active EE | $2,167 | $6,859-68.4% | $6,619-67.3% | $6,730-67.8% |
| Admin fee / account holder | $101,096 | $9,627+950.2% | $8,973+1026.7% | $14,365+603.8% |