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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 | $178,174+113.1% | $156,181+143.1% | $137,256+176.6% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.8%+10.1pp | 80.0%+8.9pp |
| Annual return | 3.88% | 84.19%-80.3pp | 64.87%-61.0pp | 220.34%-216.5pp |
| Employer contribution / active EE | $17,384 | $4,972+249.7% | $4,294+304.8% | $4,156+318.3% |
| Participant deferral / active EE | $8 | $6,888-99.9% | $6,132-99.9% | $6,407-99.9% |
| Admin fee / account holder | $1,532 | $17,404-91.2% | $14,586-89.5% | $12,270-87.5% |