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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 | $364,506 | $156,398+133.1% | $147,318+147.4% | $138,895+162.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 8.30% | 78.75%-70.4pp | 70.43%-62.1pp | 145.39%-137.1pp |
| Employer contribution / active EE | $1,729 | $4,853-64.4% | $4,593-62.4% | $4,194-58.8% |
| Participant deferral / active EE | $845 | $8,237-89.7% | $7,906-89.3% | $6,396-86.8% |
| Admin fee / account holder | $55,500 | $14,976+270.6% | $13,708+304.9% | $12,562+341.8% |