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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 | $264,903 | $223,823+18.4% | $211,142+25.5% | $154,746+71.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 8.09% | 50.39%-42.3pp | 46.84%-38.7pp | 172.34%-164.2pp |
| Employer contribution / active EE | $6,818 | $6,787+0.5% | $6,442+5.8% | $4,379+55.7% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,435 | $19,707-87.6% | $19,076-87.2% | $14,365-83.0% |