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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 | $302,897 | $96,965+212.4% | $97,995+209.1% | $147,585+105.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 8.78% | 24.11%-15.3pp | 23.94%-15.2pp | 578.58%-569.8pp |
| Employer contribution / active EE | $11,170 | $4,536+146.2% | $4,158+168.6% | $4,876+129.1% |
| Participant deferral / active EE | $0 | $5,081-100.0% | $5,097-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,818 | $8,120-40.7% | $5,943-18.9% | $10,886-55.7% |