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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 | $826,820 | $155,555+431.5% | $146,866+463.0% | $155,188+432.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 9.84% | 115.41%-105.6pp | 102.85%-93.0pp | 148.84%-139.0pp |
| Employer contribution / active EE | $6,199 | $4,647+33.4% | $4,425+40.1% | $4,248+45.9% |
| Participant deferral / active EE | $400 | $8,044-95.0% | $7,759-94.8% | $6,531-93.9% |
| Admin fee / account holder | $16,715 | $14,755+13.3% | $13,620+22.7% | $14,480+15.4% |