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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 | $349,056 | $145,431+140.0% | $211,142+65.3% | $87,485+299.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 10.11% | 27.21%-17.1pp | 46.84%-36.7pp | 26.06%-16.0pp |
| Employer contribution / active EE | $10,425 | $4,662+123.6% | $6,442+61.8% | $2,596+301.6% |
| Participant deferral / active EE | $2,986 | $6,859-56.5% | $9,284-67.8% | $4,274-30.1% |
| Admin fee / account holder | $2,311 | $17,052-86.4% | $19,076-87.9% | $7,775-70.3% |