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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 | $321,091 | $77,449+314.6% | $69,483+362.1% | $152,909+110.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 4.92% | 39.09%-34.2pp | 28.99%-24.1pp | 345.46%-340.5pp |
| Employer contribution / active EE | $22,657 | $3,316+583.3% | $2,780+715.1% | $4,764+375.6% |
| Participant deferral / active EE | $325 | $4,415-92.6% | $3,537-90.8% | $5,851-94.4% |
| Admin fee / account holder | $3,756 | $6,210-39.5% | $3,841-2.2% | $11,601-67.6% |