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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 | $337,873 | $181,896+85.8% | $156,551+115.8% | $273,972+23.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.90% | 30.74%-28.8pp | 32.23%-30.3pp | 41.46%-39.6pp |
| Employer contribution / active EE | $9,722 | $6,248+55.6% | $5,501+76.7% | $4,869+99.7% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,722 | $15,560-69.7% | $13,028-63.8% | $10,133-53.4% |