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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 | $156,398+428.7% | $147,318+461.2% | $138,895+495.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.84% | 78.75%-68.9pp | 70.43%-60.6pp | 145.39%-135.6pp |
| Employer contribution / active EE | $6,199 | $4,853+27.7% | $4,593+35.0% | $4,194+47.8% |
| Participant deferral / active EE | $400 | $8,237-95.1% | $7,906-94.9% | $6,396-93.7% |
| Admin fee / account holder | $16,715 | $14,976+11.6% | $13,708+21.9% | $12,562+33.1% |