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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 | $209,336+60.4% | $197,124+70.4% | $137,256+144.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 7.09% | 48.09%-41.0pp | 44.34%-37.3pp | 220.34%-213.2pp |
| Employer contribution / active EE | $14,347 | $6,591+117.7% | $6,227+130.4% | $4,156+245.2% |
| Participant deferral / active EE | $802 | $9,614-91.7% | $9,135-91.2% | $6,407-87.5% |
| Admin fee / account holder | $5,926 | $17,308-65.8% | $16,298-63.6% | $12,270-51.7% |