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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 | $386,321 | $226,135+70.8% | $182,558+111.6% | $152,909+152.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 7.19% | 192.60%-185.4pp | 148.59%-141.4pp | 345.46%-338.3pp |
| Employer contribution / active EE | $1,327 | $4,979-73.4% | $4,076-67.5% | $4,764-72.2% |
| Participant deferral / active EE | $493 | $6,371-92.3% | $5,526-91.1% | $5,851-91.6% |
| Admin fee / account holder | $615 | $10,707-94.3% | $8,594-92.8% | $11,601-94.7% |