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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 | $155,555+113.4% | $146,866+126.0% | $155,188+113.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 8.41% | 115.41%-107.0pp | 102.85%-94.4pp | 148.84%-140.4pp |
| Employer contribution / active EE | $2,727 | $4,647-41.3% | $4,425-38.4% | $4,248-35.8% |
| Participant deferral / active EE | $2,250 | $8,044-72.0% | $7,759-71.0% | $6,531-65.6% |
| Admin fee / account holder | $12,500 | $14,755-15.3% | $13,620-8.2% | $14,480-13.7% |