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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 | $335,835 | $212,386+58.1% | $199,883+68.0% | $138,895+141.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 7.09% | 47.75%-40.7pp | 43.81%-36.7pp | 145.39%-138.3pp |
| Employer contribution / active EE | $14,347 | $6,625+116.6% | $6,261+129.1% | $4,194+242.1% |
| Participant deferral / active EE | $802 | $9,617-91.7% | $9,138-91.2% | $6,396-87.5% |
| Admin fee / account holder | $5,926 | $18,233-67.5% | $17,268-65.7% | $12,562-52.8% |