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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 | $545,635 | $201,344+171.0% | $184,243+196.1% | $145,877+274.0% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 7.55% | 29.01%-21.5pp | 28.82%-21.3pp | 551.28%-543.7pp |
| Employer contribution / active EE | $1,904 | $7,022-72.9% | $6,427-70.4% | $4,663-59.2% |
| Participant deferral / active EE | $1,955 | $9,807-80.1% | $9,132-78.6% | $6,691-70.8% |
| Admin fee / account holder | $894 | $16,382-94.5% | $13,914-93.6% | $13,402-93.3% |