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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 | $351,583 | $199,109+76.6% | $173,730+102.4% | $154,746+127.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 6.65% | 20.02%-13.4pp | 19.96%-13.3pp | 172.34%-165.7pp |
| Employer contribution / active EE | $18,017 | $5,311+239.2% | $4,577+293.6% | $4,379+311.4% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,436 | $20,916-88.4% | $17,523-86.1% | $14,365-83.0% |