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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 | $737,925 | $154,228+378.5% | $145,433+407.4% | $137,256+437.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.64% | 74.59%-63.0pp | 66.58%-54.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $891 | $4,804-81.5% | $4,554-80.4% | $4,156-78.6% |
| Participant deferral / active EE | $1,115 | $8,216-86.4% | $7,897-85.9% | $6,407-82.6% |
| Admin fee / account holder | $6,207 | $14,344-56.7% | $13,129-52.7% | $12,270-49.4% |