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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 | $698,694 | $165,361+322.5% | $149,715+366.7% | $158,950+339.6% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | -1.04% | 348.24%-349.3pp | 276.66%-277.7pp | 302.91%-303.9pp |
| Employer contribution / active EE | $5,240 | $5,103+2.7% | $4,645+12.8% | $4,762+10.0% |
| Participant deferral / active EE | $2,313 | $7,182-67.8% | $6,842-66.2% | $5,983-61.3% |
| Admin fee / account holder | $76,999 | $10,808+612.4% | $9,310+727.1% | $11,248+584.5% |