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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 | $185,856+251.0% | $170,028+283.7% | $139,456+367.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 6.75% | 60.52%-53.8pp | 53.39%-46.6pp | 373.45%-366.7pp |
| Employer contribution / active EE | $2,674 | $7,593-64.8% | $6,788-60.6% | $4,753-43.7% |
| Participant deferral / active EE | $480 | $11,623-95.9% | $10,409-95.4% | $6,711-92.8% |
| Admin fee / account holder | $1,100 | $15,387-92.9% | $12,820-91.4% | $11,407-90.4% |