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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 | $266,908 | $90,674+194.4% | $96,707+176.0% | $82,448+223.7% |
| Participation rate | 96.1% | 75.9%+20.1pp | 80.4%+15.7pp | 68.1%+28.0pp |
| Annual return | 9.00% | 49.05%-40.0pp | 34.78%-25.8pp | 41.64%-32.6pp |
| Employer contribution / active EE | $5,741 | $3,975+44.4% | $4,191+37.0% | $2,551+125.1% |
| Participant deferral / active EE | $0 | $5,696-100.0% | $5,997-100.0% | $4,139-100.0% |
| Admin fee / account holder | $12,969 | $7,568+71.4% | $7,503+72.9% | $7,234+79.3% |