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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 | $298,602 | $159,934+86.7% | $147,005+103.1% | $145,959+104.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.82% | 98.24%-90.4pp | 418.76%-410.9pp | 561.95%-554.1pp |
| Employer contribution / active EE | $13,159 | $5,287+148.9% | $4,934+166.7% | $4,661+182.3% |
| Participant deferral / active EE | $770 | $8,427-90.9% | $8,070-90.5% | $6,689-88.5% |
| Admin fee / account holder | $10,368 | $15,053-31.1% | $13,006-20.3% | $13,398-22.6% |