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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 | $101,950+250.6% | $125,529+184.8% | $86,983+311.0% |
| Participation rate | 94.4% | 70.2%+24.3pp | 74.7%+19.7pp | 69.5%+24.9pp |
| Annual return | 7.91% | 18.29%-10.4pp | 202.56%-194.7pp | 25.83%-17.9pp |
| Employer contribution / active EE | $4,996 | $2,358+111.9% | $3,058+63.4% | $2,584+93.3% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $4,813-100.0% | $4,194-100.0% |
| Admin fee / account holder | $54,283 | $12,791+324.4% | $16,298+233.1% | $7,856+591.0% |