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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 | $299,750 | $201,372+48.9% | $184,260+62.7% | $145,884+105.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 2.38% | 29.04%-26.7pp | 28.84%-26.5pp | 551.85%-549.5pp |
| Employer contribution / active EE | $2,340 | $7,024-66.7% | $6,427-63.6% | $4,662-49.8% |
| Participant deferral / active EE | $2,028 | $9,808-79.3% | $9,133-77.8% | $6,690-69.7% |
| Admin fee / account holder | $23,638 | $16,362+44.5% | $13,898+70.1% | $13,392+76.5% |