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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 | $474,233 | $185,312+155.9% | $161,489+193.7% | $154,746+206.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 8.70% | 103.84%-95.1pp | 89.72%-81.0pp | 172.34%-163.6pp |
| Employer contribution / active EE | $1,100 | $4,769-76.9% | $4,268-74.2% | $4,379-74.9% |
| Participant deferral / active EE | $1,421 | $6,350-77.6% | $5,630-74.8% | $6,730-78.9% |
| Admin fee / account holder | $27,343 | $18,654+46.6% | $16,006+70.8% | $14,365+90.3% |