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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 | $357,470 | $94,031+280.2% | $115,768+208.8% | $82,448+333.6% |
| Participation rate | 94.4% | 70.4%+24.0pp | 74.4%+20.1pp | 68.1%+26.4pp |
| Annual return | 7.91% | 20.61%-12.7pp | 100.46%-92.6pp | 41.64%-33.7pp |
| Employer contribution / active EE | $4,996 | $2,323+115.1% | $2,940+70.0% | $2,551+95.9% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $54,283 | $10,249+429.6% | $12,439+336.4% | $7,234+650.3% |