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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 | $291,335 | $185,905+56.7% | $170,057+71.3% | $139,487+108.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.47% | 60.56%-50.1pp | 53.42%-42.9pp | 373.84%-363.4pp |
| Employer contribution / active EE | $2,078 | $7,597-72.6% | $6,790-69.4% | $4,755-56.3% |
| Participant deferral / active EE | $1,892 | $11,627-83.7% | $10,411-81.8% | $6,713-71.8% |
| Admin fee / account holder | $6,003 | $15,397-61.0% | $12,826-53.2% | $11,407-47.4% |