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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 | $298,598 | $156,398+90.9% | $147,318+102.7% | $138,895+115.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.12% | 78.75%-67.6pp | 70.43%-59.3pp | 145.39%-134.3pp |
| Employer contribution / active EE | $1,040 | $4,853-78.6% | $4,593-77.4% | $4,194-75.2% |
| Participant deferral / active EE | $1,040 | $8,237-87.4% | $7,906-86.8% | $6,396-83.7% |
| Admin fee / account holder | $3,869 | $14,976-74.2% | $13,708-71.8% | $12,562-69.2% |