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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 | $307,804 | $212,386+44.9% | $199,883+54.0% | $138,895+121.6% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.8%-1.1pp | 79.9%+5.8pp |
| Annual return | 9.54% | 47.75%-38.2pp | 43.81%-34.3pp | 145.39%-135.9pp |
| Employer contribution / active EE | $6,050 | $6,625-8.7% | $6,261-3.4% | $4,194+44.2% |
| Participant deferral / active EE | $2,197 | $9,617-77.2% | $9,138-76.0% | $6,396-65.7% |
| Admin fee / account holder | $7,232 | $18,233-60.3% | $17,268-58.1% | $12,562-42.4% |