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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 | $283,197 | $209,336+35.3% | $197,124+43.7% | $137,256+106.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.29% | 48.09%-36.8pp | 44.34%-33.1pp | 220.34%-209.0pp |
| Employer contribution / active EE | $2,541 | $6,591-61.4% | $6,227-59.2% | $4,156-38.9% |
| Participant deferral / active EE | $2,550 | $9,614-73.5% | $9,135-72.1% | $6,407-60.2% |
| Admin fee / account holder | $57,202 | $17,308+230.5% | $16,298+251.0% | $12,270+366.2% |