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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 | $386,061 | $157,304+145.4% | $141,197+173.4% | $152,909+152.5% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.5%+9.2pp |
| Annual return | 10.78% | 64.34%-53.6pp | 71.41%-60.6pp | 345.46%-334.7pp |
| Employer contribution / active EE | $10,500 | $5,263+99.5% | $4,736+121.7% | $4,764+120.4% |
| Participant deferral / active EE | $1,537 | $7,111-78.4% | $6,710-77.1% | $5,851-73.7% |
| Admin fee / account holder | $6,158 | $12,126-49.2% | $10,265-40.0% | $11,601-46.9% |