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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 | $381,942 | $181,898+110.0% | $156,551+144.0% | $273,968+39.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.75% | 30.74%-28.0pp | 32.23%-29.5pp | 41.45%-38.7pp |
| Employer contribution / active EE | $4,149 | $6,248-33.6% | $5,501-24.6% | $4,869-14.8% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $11,241 | $15,560-27.8% | $13,028-13.7% | $10,132+10.9% |