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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 | $342,733 | $134,817+154.2% | $123,973+176.5% | $155,188+120.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 6.20% | 515.49%-509.3pp | 388.13%-381.9pp | 148.84%-142.6pp |
| Employer contribution / active EE | $1,452 | $4,425-67.2% | $4,126-64.8% | $4,248-65.8% |
| Participant deferral / active EE | $1,709 | $5,706-70.1% | $5,247-67.4% | $6,531-73.8% |
| Admin fee / account holder | $14,598 | $13,245+10.2% | $11,799+23.7% | $14,480+0.8% |