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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 | $328,427 | $199,109+64.9% | $173,730+89.0% | $154,746+112.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 1.41% | 20.02%-18.6pp | 19.96%-18.5pp | 172.34%-170.9pp |
| Employer contribution / active EE | $5,675 | $5,311+6.9% | $4,577+24.0% | $4,379+29.6% |
| Participant deferral / active EE | $421 | $7,113-94.1% | $6,326-93.3% | $6,730-93.7% |
| Admin fee / account holder | $21,932 | $20,916+4.9% | $17,523+25.2% | $14,365+52.7% |