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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 | $334,772 | $148,582+125.3% | $135,942+146.3% | $139,456+140.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.15% | 79.26%-72.1pp | 68.28%-61.1pp | 373.45%-366.3pp |
| Employer contribution / active EE | $2,993 | $5,245-42.9% | $4,858-38.4% | $4,753-37.0% |
| Participant deferral / active EE | $475 | $8,101-94.1% | $7,759-93.9% | $6,711-92.9% |
| Admin fee / account holder | $753 | $12,402-93.9% | $10,764-93.0% | $11,407-93.4% |