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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 | $408,954 | $104,098+292.9% | $140,514+191.0% | $94,015+335.0% |
| Participation rate | 96.8% | 73.7%+23.1pp | 77.8%+19.0pp | 70.8%+26.0pp |
| Annual return | 7.05% | 15.14%-8.1pp | 14.36%-7.3pp | 17.84%-10.8pp |
| Employer contribution / active EE | $6,259 | $2,388+162.1% | $3,378+85.3% | $2,790+124.3% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $42,840 | $10,439+310.4% | $13,697+212.8% | $8,951+378.6% |