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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 | $250,207 | $184,014+36.0% | $161,149+55.3% | $138,895+80.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 6.66% | 21.52%-14.9pp | 21.16%-14.5pp | 145.39%-138.7pp |
| Employer contribution / active EE | $11,111 | $5,055+119.8% | $4,360+154.8% | $4,194+164.9% |
| Participant deferral / active EE | $1,791 | $6,909-74.1% | $6,153-70.9% | $6,396-72.0% |
| Admin fee / account holder | $18,456 | $18,027+2.4% | $15,194+21.5% | $12,562+46.9% |