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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 | $329,260 | $199,109+65.4% | $173,730+89.5% | $154,746+112.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 5.69% | 20.02%-14.3pp | 19.96%-14.3pp | 172.34%-166.6pp |
| Employer contribution / active EE | $6,023 | $5,311+13.4% | $4,577+31.6% | $4,379+37.5% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,778 | $20,916-86.7% | $17,523-84.1% | $14,365-80.7% |