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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 | $276,144 | $157,296+75.6% | $141,191+95.6% | $152,897+80.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 11.40% | 64.34%-52.9pp | 71.41%-60.0pp | 345.43%-334.0pp |
| Employer contribution / active EE | $3,243 | $5,262-38.4% | $4,736-31.5% | $4,764-31.9% |
| Participant deferral / active EE | $2,024 | $7,111-71.5% | $6,710-69.8% | $5,851-65.4% |
| Admin fee / account holder | $5,567 | $12,125-54.1% | $10,264-45.8% | $11,599-52.0% |