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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 | $493,939 | $106,749+362.7% | $145,433+239.6% | $82,448+499.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.09% | 27.59%-13.5pp | 66.58%-52.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $15,504 | $3,444+350.1% | $4,554+240.4% | $2,551+507.8% |
| Participant deferral / active EE | $2,386 | $6,519-63.4% | $7,897-69.8% | $4,139-42.4% |
| Admin fee / account holder | $9,242 | $8,390+10.2% | $13,129-29.6% | $7,234+27.8% |