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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 | $276,279 | $148,629+85.9% | $135,982+103.2% | $139,487+98.1% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 11.78% | 79.33%-67.6pp | 68.32%-56.5pp | 373.84%-362.1pp |
| Employer contribution / active EE | $1,770 | $5,247-66.3% | $4,859-63.6% | $4,755-62.8% |
| Participant deferral / active EE | $664 | $8,102-91.8% | $7,760-91.4% | $6,713-90.1% |
| Admin fee / account holder | $27,977 | $12,406+125.5% | $10,767+159.8% | $11,407+145.3% |