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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 | $256,463 | $211,239+21.4% | $178,528+43.7% | $145,877+75.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 3.59% | 30.22%-26.6pp | 27.11%-23.5pp | 551.28%-547.7pp |
| Employer contribution / active EE | $10,611 | $4,570+132.2% | $3,950+168.6% | $4,663+127.6% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $6,278-100.0% | $6,691-100.0% |
| Admin fee / account holder | $7,067 | $12,095-41.6% | $10,419-32.2% | $13,402-47.3% |