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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 | $252,159 | $94,749+166.1% | $112,899+123.3% | $139,466+80.8% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 5.56% | 40.92%-35.4pp | 34.11%-28.6pp | 373.66%-368.1pp |
| Employer contribution / active EE | $11,963 | $4,630+158.4% | $4,566+162.0% | $4,754+151.6% |
| Participant deferral / active EE | $0 | $6,517-100.0% | $6,516-100.0% | $6,712-100.0% |
| Admin fee / account holder | $10,833 | $8,530+27.0% | $7,047+53.7% | $11,409-5.0% |