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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 | $355,726 | $201,370+76.7% | $184,256+93.1% | $145,897+143.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.09% | 29.05%-21.0pp | 28.85%-20.8pp | 552.29%-544.2pp |
| Employer contribution / active EE | $2,018 | $7,024-71.3% | $6,427-68.6% | $4,663-56.7% |
| Participant deferral / active EE | $2,620 | $9,808-73.3% | $9,133-71.3% | $6,689-60.8% |
| Admin fee / account holder | $19,055 | $16,364+16.4% | $13,899+37.1% | $13,390+42.3% |