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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 | $349,597 | $107,666+224.7% | $102,184+242.1% | $154,746+125.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 7.39% | 29.33%-21.9pp | 31.58%-24.2pp | 172.34%-164.9pp |
| Employer contribution / active EE | $23,300 | $3,846+505.8% | $3,594+548.4% | $4,379+432.1% |
| Participant deferral / active EE | $0 | $8,719-100.0% | $8,309-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,185 | $12,943-59.9% | $11,609-55.3% | $14,365-63.9% |