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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 | $352,248 | $154,228+128.4% | $145,433+142.2% | $137,256+156.6% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 11.85% | 74.59%-62.7pp | 66.58%-54.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $15,403 | $4,804+220.6% | $4,554+238.2% | $4,156+270.6% |
| Participant deferral / active EE | $2,350 | $8,216-71.4% | $7,897-70.2% | $6,407-63.3% |
| Admin fee / account holder | $30,996 | $14,344+116.1% | $13,129+136.1% | $12,270+152.6% |