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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 | $363,234 | $201,370+80.4% | $184,256+97.1% | $145,897+149.0% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 3.70% | 29.05%-25.3pp | 28.85%-25.1pp | 552.29%-548.6pp |
| Employer contribution / active EE | $2,505 | $7,024-64.3% | $6,427-61.0% | $4,663-46.3% |
| Participant deferral / active EE | $2,929 | $9,808-70.1% | $9,133-67.9% | $6,689-56.2% |
| Admin fee / account holder | $5,904 | $16,364-63.9% | $13,899-57.5% | $13,390-55.9% |