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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 | $320,420 | $104,098+207.8% | $140,514+128.0% | $94,015+240.8% |
| Participation rate | 97.8% | 73.7%+24.1pp | 77.8%+20.0pp | 70.8%+27.0pp |
| Annual return | 7.15% | 15.14%-8.0pp | 14.36%-7.2pp | 17.84%-10.7pp |
| Employer contribution / active EE | $14,885 | $2,388+523.3% | $3,378+340.6% | $2,790+433.5% |
| Participant deferral / active EE | $1,779 | $4,033-55.9% | $4,919-63.8% | $4,249-58.1% |
| Admin fee / account holder | $16,764 | $10,439+60.6% | $13,697+22.4% | $8,951+87.3% |