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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 | $379,641 | $199,109+90.7% | $173,730+118.5% | $154,746+145.3% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.6%+9.3pp | 80.7%+8.2pp |
| Annual return | 3.88% | 20.02%-16.1pp | 19.96%-16.1pp | 172.34%-168.5pp |
| Employer contribution / active EE | $17,384 | $5,311+227.3% | $4,577+279.8% | $4,379+297.0% |
| Participant deferral / active EE | $8 | $7,113-99.9% | $6,326-99.9% | $6,730-99.9% |
| Admin fee / account holder | $1,532 | $20,916-92.7% | $17,523-91.3% | $14,365-89.3% |