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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 | $281,757 | $165,361+70.4% | $149,715+88.2% | $158,950+77.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.34% | 348.24%-341.9pp | 276.66%-270.3pp | 302.91%-296.6pp |
| Employer contribution / active EE | $2,716 | $5,103-46.8% | $4,645-41.5% | $4,762-43.0% |
| Participant deferral / active EE | $1,188 | $7,182-83.5% | $6,842-82.6% | $5,983-80.1% |
| Admin fee / account holder | $12,806 | $10,808+18.5% | $9,310+37.6% | $11,248+13.8% |