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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 | $345,879 | $154,228+124.3% | $145,433+137.8% | $137,256+152.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.13% | 74.59%-65.5pp | 66.58%-57.4pp | 220.34%-211.2pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,436 | $8,216-82.5% | $7,897-81.8% | $6,407-77.6% |
| Admin fee / account holder | $538 | $14,344-96.3% | $13,129-95.9% | $12,270-95.6% |