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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 | $123,898+206.5% | $116,538+225.8% | $155,188+144.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.8%+19.2pp |
| Annual return | 3.04% | 16.04%-13.0pp | 17.97%-14.9pp | 148.84%-145.8pp |
| Employer contribution / active EE | $16,388 | $4,739+245.8% | $4,541+260.9% | $4,248+285.8% |
| Participant deferral / active EE | $2,167 | $6,400-66.1% | $6,207-65.1% | $6,531-66.8% |
| Admin fee / account holder | $101,096 | $9,174+1001.9% | $8,737+1057.1% | $14,480+598.2% |