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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 | $319,465 | $184,014+73.6% | $161,149+98.2% | $138,895+130.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 7.46% | 21.52%-14.1pp | 21.16%-13.7pp | 145.39%-137.9pp |
| Employer contribution / active EE | $10,330 | $5,055+104.3% | $4,360+136.9% | $4,194+146.3% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $9,355 | $18,027-48.1% | $15,194-38.4% | $12,562-25.5% |