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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 | $331,896 | $156,398+112.2% | $147,318+125.3% | $138,895+139.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 8.41% | 78.75%-70.3pp | 70.43%-62.0pp | 145.39%-137.0pp |
| Employer contribution / active EE | $2,727 | $4,853-43.8% | $4,593-40.6% | $4,194-35.0% |
| Participant deferral / active EE | $2,250 | $8,237-72.7% | $7,906-71.5% | $6,396-64.8% |
| Admin fee / account holder | $12,500 | $14,976-16.5% | $13,708-8.8% | $12,562-0.5% |