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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 | $258,528 | $181,896+42.1% | $156,551+65.1% | $273,972-5.6% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 0.79% | 30.74%-29.9pp | 32.23%-31.4pp | 41.46%-40.7pp |
| Employer contribution / active EE | $8,913 | $6,248+42.7% | $5,501+62.0% | $4,869+83.1% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $15,690 | $15,560+0.8% | $13,028+20.4% | $10,133+54.8% |