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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 | $582,375 | $154,228+277.6% | $145,433+300.4% | $137,256+324.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.33% | 74.59%-64.3pp | 66.58%-56.2pp | 220.34%-210.0pp |
| Employer contribution / active EE | $10,890 | $4,804+126.7% | $4,554+139.1% | $4,156+162.0% |
| Participant deferral / active EE | $800 | $8,216-90.3% | $7,897-89.9% | $6,407-87.5% |
| Admin fee / account holder | $8,255 | $14,344-42.4% | $13,129-37.1% | $12,270-32.7% |