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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 | $435,788 | $202,463+115.2% | $169,397+157.3% | $139,487+212.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 4.57% | 532.64%-528.1pp | 406.23%-401.7pp | 373.84%-369.3pp |
| Employer contribution / active EE | $1,495 | $4,694-68.2% | $4,013-62.8% | $4,755-68.6% |
| Participant deferral / active EE | $900 | $6,941-87.0% | $6,223-85.5% | $6,713-86.6% |
| Admin fee / account holder | $14,358 | $10,726+33.9% | $9,017+59.2% | $11,407+25.9% |