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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 | $341,611 | $88,702+285.1% | $81,780+317.7% | $145,978+134.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 9.26% | 1029.12%-1019.9pp | 776.27%-767.0pp | 550.52%-541.3pp |
| Employer contribution / active EE | $6,883 | $3,084+123.2% | $2,914+136.2% | $4,662+47.6% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,598 | $8,414-69.1% | $7,384-64.8% | $13,400-80.6% |