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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 | $375,944 | $111,535+237.1% | $105,223+257.3% | $137,256+173.9% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 4.00% | 237.85%-233.9pp | 180.65%-176.7pp | 220.34%-216.3pp |
| Employer contribution / active EE | $1,495 | $3,939-62.1% | $3,689-59.5% | $4,156-64.0% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,927 | $9,721-80.2% | $8,859-78.2% | $12,270-84.3% |