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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 | $253,617 | $105,160+141.2% | $94,679+167.9% | $139,456+81.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 10.73% | 38.04%-27.3pp | 156.75%-146.0pp | 373.45%-362.7pp |
| Employer contribution / active EE | $651 | $4,107-84.1% | $3,673-82.3% | $4,753-86.3% |
| Participant deferral / active EE | $1,482 | $7,599-80.5% | $7,417-80.0% | $6,711-77.9% |
| Admin fee / account holder | $2,307 | $8,988-74.3% | $7,233-68.1% | $11,407-79.8% |