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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 | $370,362 | $185,312+99.9% | $161,489+129.3% | $154,746+139.3% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 9.39% | 103.84%-94.5pp | 89.72%-80.3pp | 172.34%-162.9pp |
| Employer contribution / active EE | $1,499 | $4,769-68.6% | $4,268-64.9% | $4,379-65.8% |
| Participant deferral / active EE | $1,876 | $6,350-70.5% | $5,630-66.7% | $6,730-72.1% |
| Admin fee / account holder | $5,173 | $18,654-72.3% | $16,006-67.7% | $14,365-64.0% |