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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 | $309,131 | $129,737+138.3% | $119,126+159.5% | $154,746+99.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 9.57% | 379.08%-369.5pp | 282.11%-272.5pp | 172.34%-162.8pp |
| Employer contribution / active EE | $2,371 | $4,375-45.8% | $4,034-41.2% | $4,379-45.9% |
| Participant deferral / active EE | $1,362 | $5,842-76.7% | $5,318-74.4% | $6,730-79.8% |
| Admin fee / account holder | $11,705 | $11,961-2.1% | $10,693+9.5% | $14,365-18.5% |