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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 | $353,753 | $176,794+100.1% | $146,647+141.2% | $167,553+111.1% |
| Participation rate | 91.3% | 83.6%+7.7pp | 80.1%+11.2pp | 82.1%+9.2pp |
| Annual return | 7.67% | 24.04%-16.4pp | 22.75%-15.1pp | 478.89%-471.2pp |
| Employer contribution / active EE | $4,696 | $5,161-9.0% | $4,137+13.5% | $4,840-3.0% |
| Participant deferral / active EE | $1,877 | $6,440-70.9% | $5,506-65.9% | $6,343-70.4% |
| Admin fee / account holder | $11,146 | $13,262-16.0% | $10,281+8.4% | $12,316-9.5% |