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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 | $268,526 | $165,399+62.3% | $149,745+79.3% | $158,982+68.9% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 6.42% | 348.34%-341.9pp | 276.72%-270.3pp | 302.99%-296.6pp |
| Employer contribution / active EE | $4,554 | $5,105-10.8% | $4,646-2.0% | $4,763-4.4% |
| Participant deferral / active EE | $1,913 | $7,183-73.4% | $6,843-72.0% | $5,983-68.0% |
| Admin fee / account holder | $4,103 | $10,811-62.1% | $9,312-55.9% | $11,252-63.5% |