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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 | $315,228 | $217,432+45.0% | $185,849+69.6% | $167,536+88.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.18% | 148.42%-142.2pp | 122.10%-115.9pp | 478.82%-472.6pp |
| Employer contribution / active EE | $6,399 | $5,875+8.9% | $5,169+23.8% | $4,839+32.2% |
| Participant deferral / active EE | $650 | $6,357-89.8% | $5,569-88.3% | $6,342-89.8% |
| Admin fee / account holder | $8,123 | $19,818-59.0% | $16,244-50.0% | $12,315-34.0% |