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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 | $372,132 | $89,370+316.4% | $141,197+163.6% | $72,976+409.9% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 17.69% | 111.88%-94.2pp | 71.41%-53.7pp | 81.02%-63.3pp |
| Employer contribution / active EE | $16,998 | $3,115+445.7% | $4,736+258.9% | $2,440+596.6% |
| Participant deferral / active EE | $1,160 | $5,419-78.6% | $6,710-82.7% | $3,608-67.8% |
| Admin fee / account holder | $7,210 | $5,957+21.0% | $10,265-29.8% | $5,124+40.7% |