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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 | $201,259+80.5% | $184,200+97.2% | $145,959+148.9% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.1pp | 80.3%-2.5pp |
| Annual return | 3.70% | 28.98%-25.3pp | 28.80%-25.1pp | 561.95%-558.2pp |
| Employer contribution / active EE | $2,505 | $7,018-64.3% | $6,424-61.0% | $4,661-46.3% |
| Participant deferral / active EE | $2,929 | $9,806-70.1% | $9,132-67.9% | $6,689-56.2% |
| Admin fee / account holder | $5,904 | $16,372-63.9% | $13,907-57.5% | $13,398-55.9% |