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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 | $97,648+266.1% | $121,663+193.8% | $87,485+308.6% |
| Participation rate | 94.4% | 70.5%+24.0pp | 74.5%+20.0pp | 68.9%+25.5pp |
| Annual return | 7.91% | 18.03%-10.1pp | 147.54%-139.6pp | 26.06%-18.2pp |
| Employer contribution / active EE | $4,996 | $2,300+117.2% | $3,020+65.4% | $2,596+92.4% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $54,283 | $11,100+389.0% | $14,289+279.9% | $7,775+598.2% |