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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 | $199,109+60.4% | $173,730+83.9% | $154,746+106.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 7.46% | 20.02%-12.6pp | 19.96%-12.5pp | 172.34%-164.9pp |
| Employer contribution / active EE | $10,330 | $5,311+94.5% | $4,577+125.7% | $4,379+135.9% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $9,355 | $20,916-55.3% | $17,523-46.6% | $14,365-34.9% |