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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 | $515,417 | $165,381+211.7% | $149,730+244.2% | $158,966+224.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 6.71% | 348.29%-341.6pp | 276.70%-270.0pp | 302.95%-296.2pp |
| Employer contribution / active EE | $2,376 | $5,104-53.5% | $4,645-48.9% | $4,762-50.1% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $15,000 | $10,809+38.8% | $9,310+61.1% | $11,250+33.3% |