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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 | $267,768 | $124,351+115.3% | $109,188+145.2% | $167,553+59.8% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 7.25% | 26.04%-18.8pp | 25.76%-18.5pp | 478.89%-471.6pp |
| Employer contribution / active EE | $6,609 | $4,210+57.0% | $3,723+77.5% | $4,840+36.6% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $10,709 | $7,975+34.3% | $6,755+58.5% | $12,316-13.0% |