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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 | $491,648 | $175,257+180.5% | $149,717+228.4% | $139,456+252.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.54% | 166.70%-157.2pp | 134.41%-124.9pp | 373.45%-363.9pp |
| Employer contribution / active EE | $2,306 | $5,477-57.9% | $4,820-52.1% | $4,753-51.5% |
| Participant deferral / active EE | $383 | $6,521-94.1% | $5,682-93.3% | $6,711-94.3% |
| Admin fee / account holder | $3,079 | $16,156-80.9% | $13,213-76.7% | $11,407-73.0% |