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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 | $274,389 | $184,014+49.1% | $161,149+70.3% | $138,895+97.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 7.84% | 21.52%-13.7pp | 21.16%-13.3pp | 145.39%-137.6pp |
| Employer contribution / active EE | $4,750 | $5,055-6.0% | $4,360+8.9% | $4,194+13.3% |
| Participant deferral / active EE | $1,500 | $6,909-78.3% | $6,153-75.6% | $6,396-76.5% |
| Admin fee / account holder | $1,541 | $18,027-91.5% | $15,194-89.9% | $12,562-87.7% |