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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 | $502,275 | $155,555+222.9% | $146,866+242.0% | $155,188+223.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 7.66% | 115.41%-107.8pp | 102.85%-95.2pp | 148.84%-141.2pp |
| Employer contribution / active EE | $2,327 | $4,647-49.9% | $4,425-47.4% | $4,248-45.2% |
| Participant deferral / active EE | $2,330 | $8,044-71.0% | $7,759-70.0% | $6,531-64.3% |
| Admin fee / account holder | $14,320 | $14,755-2.9% | $13,620+5.1% | $14,480-1.1% |