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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 | $355,856 | $174,379+104.1% | $152,093+134.0% | $138,895+156.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 4.93% | 74.86%-69.9pp | 66.36%-61.4pp | 145.39%-140.5pp |
| Employer contribution / active EE | $13,383 | $4,652+187.7% | $4,175+220.6% | $4,194+219.1% |
| Participant deferral / active EE | $1,188 | $6,159-80.7% | $5,451-78.2% | $6,396-81.4% |
| Admin fee / account holder | $12,545 | $16,880-25.7% | $14,497-13.5% | $12,562-0.1% |