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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 | $652,430 | $185,905+250.9% | $170,057+283.7% | $139,487+367.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 6.75% | 60.56%-53.8pp | 53.42%-46.7pp | 373.84%-367.1pp |
| Employer contribution / active EE | $2,674 | $7,597-64.8% | $6,790-60.6% | $4,755-43.8% |
| Participant deferral / active EE | $480 | $11,627-95.9% | $10,411-95.4% | $6,713-92.8% |
| Admin fee / account holder | $1,100 | $15,397-92.9% | $12,826-91.4% | $11,407-90.4% |