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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 | $320,238 | $201,264+59.1% | $184,185+73.9% | $145,978+119.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.91% | 29.00%-21.1pp | 28.81%-20.9pp | 550.52%-542.6pp |
| Employer contribution / active EE | $2,801 | $7,021-60.1% | $6,426-56.4% | $4,662-39.9% |
| Participant deferral / active EE | $768 | $9,806-92.2% | $9,132-91.6% | $6,690-88.5% |
| Admin fee / account holder | $25,519 | $16,376+55.8% | $13,909+83.5% | $13,400+90.4% |