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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 | $463,177 | $209,336+121.3% | $197,124+135.0% | $137,256+237.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.06% | 48.09%-37.0pp | 44.34%-33.3pp | 220.34%-209.3pp |
| Employer contribution / active EE | $8,491 | $6,591+28.8% | $6,227+36.4% | $4,156+104.3% |
| Participant deferral / active EE | $2,580 | $9,614-73.2% | $9,135-71.8% | $6,407-59.7% |
| Admin fee / account holder | $22,441 | $17,308+29.7% | $16,298+37.7% | $12,270+82.9% |