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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 | $496,665 | $183,539+170.6% | $155,556+219.3% | $145,897+240.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.98% | 61.31%-54.3pp | 64.84%-57.9pp | 552.29%-545.3pp |
| Employer contribution / active EE | $1,158 | $5,315-78.2% | $4,675-75.2% | $4,663-75.2% |
| Participant deferral / active EE | $1,667 | $6,467-74.2% | $5,631-70.4% | $6,689-75.1% |
| Admin fee / account holder | $4,531 | $19,275-76.5% | $15,885-71.5% | $13,390-66.2% |