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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 | $376,223 | $165,399+127.5% | $149,745+151.2% | $158,982+136.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.58% | 348.34%-340.8pp | 276.72%-269.1pp | 302.99%-295.4pp |
| Employer contribution / active EE | $1,934 | $5,105-62.1% | $4,646-58.4% | $4,763-59.4% |
| Participant deferral / active EE | $926 | $7,183-87.1% | $6,843-86.5% | $5,983-84.5% |
| Admin fee / account holder | $2,745 | $10,811-74.6% | $9,312-70.5% | $11,252-75.6% |