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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 | $336,257 | $183,539+83.2% | $155,556+116.2% | $145,897+130.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.66% | 61.31%-54.6pp | 64.84%-58.2pp | 552.29%-545.6pp |
| Employer contribution / active EE | $1,097 | $5,315-79.4% | $4,675-76.5% | $4,663-76.5% |
| Participant deferral / active EE | $816 | $6,467-87.4% | $5,631-85.5% | $6,689-87.8% |
| Admin fee / account holder | $12,431 | $19,275-35.5% | $15,885-21.7% | $13,390-7.2% |