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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 | $266,030 | $97,751+172.2% | $103,447+157.2% | $145,877+82.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 7.55% | 25.43%-17.9pp | 23.92%-16.4pp | 551.28%-543.7pp |
| Employer contribution / active EE | $14,513 | $4,684+209.8% | $4,678+210.2% | $4,663+211.2% |
| Participant deferral / active EE | $0 | $6,603-100.0% | $6,624-100.0% | $6,691-100.0% |
| Admin fee / account holder | $12,083 | $12,515-3.4% | $9,415+28.3% | $13,402-9.8% |