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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 | $183,592+83.2% | $155,574+116.1% | $145,877+130.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.66% | 61.37%-54.7pp | 64.87%-58.2pp | 551.28%-544.6pp |
| Employer contribution / active EE | $1,097 | $5,317-79.4% | $4,676-76.5% | $4,663-76.5% |
| Participant deferral / active EE | $816 | $6,466-87.4% | $5,629-85.5% | $6,691-87.8% |
| Admin fee / account holder | $12,431 | $19,316-35.6% | $15,914-21.9% | $13,402-7.2% |