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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 | $223,823+37.5% | $211,142+45.8% | $154,746+98.9% |
| Participation rate | 85.7% | 87.9%-2.1pp | 87.3%-1.6pp | 80.7%+5.0pp |
| Annual return | 9.54% | 50.39%-40.9pp | 46.84%-37.3pp | 172.34%-162.8pp |
| Employer contribution / active EE | $6,050 | $6,787-10.9% | $6,442-6.1% | $4,379+38.2% |
| Participant deferral / active EE | $2,197 | $9,750-77.5% | $9,284-76.3% | $6,730-67.4% |
| Admin fee / account holder | $7,232 | $19,707-63.3% | $19,076-62.1% | $14,365-49.7% |