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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 | $95,404+235.9% | $113,397+182.6% | $82,637+287.7% |
| Participation rate | 97.8% | 72.8%+25.0pp | 76.5%+21.3pp | 68.1%+29.8pp |
| Annual return | 7.15% | 19.08%-11.9pp | 23.20%-16.1pp | 53.51%-46.4pp |
| Employer contribution / active EE | $14,885 | $2,307+545.3% | $2,977+400.0% | $2,552+483.2% |
| Participant deferral / active EE | $1,779 | $4,220-57.8% | $5,076-65.0% | $4,126-56.9% |
| Admin fee / account holder | $16,764 | $9,168+82.8% | $11,957+40.2% | $7,339+128.4% |