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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 | $201,344+76.7% | $184,243+93.1% | $145,877+143.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.09% | 29.01%-20.9pp | 28.82%-20.7pp | 551.28%-543.2pp |
| Employer contribution / active EE | $2,018 | $7,022-71.3% | $6,427-68.6% | $4,663-56.7% |
| Participant deferral / active EE | $2,620 | $9,807-73.3% | $9,132-71.3% | $6,691-60.8% |
| Admin fee / account holder | $19,055 | $16,382+16.3% | $13,914+37.0% | $13,402+42.2% |