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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 | $152,074+149.7% | $137,474+176.2% | $198,609+91.2% |
| Participation rate | 100.0% | 85.3%+14.7pp | 83.5%+16.5pp | 82.4%+17.6pp |
| Annual return | 3.04% | 10.68%-7.6pp | 11.53%-8.5pp | 202.70%-199.7pp |
| Employer contribution / active EE | $16,388 | $5,444+201.0% | $5,048+224.6% | $5,055+224.2% |
| Participant deferral / active EE | $2,167 | $6,522-66.8% | $6,155-64.8% | $6,977-68.9% |
| Admin fee / account holder | $101,096 | $11,950+746.0% | $10,602+853.5% | $19,030+431.2% |