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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 | $356,043 | $136,860+160.2% | $120,344+195.9% | $154,746+130.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 7.95% | 21.38%-13.4pp | 20.30%-12.3pp | 172.34%-164.4pp |
| Employer contribution / active EE | $5,719 | $3,533+61.9% | $3,020+89.4% | $4,379+30.6% |
| Participant deferral / active EE | $1,044 | $5,793-82.0% | $5,135-79.7% | $6,730-84.5% |
| Admin fee / account holder | $175,623 | $15,393+1041.0% | $12,742+1278.3% | $14,365+1122.6% |