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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 | $477,873 | $183,978+159.7% | $162,171+194.7% | $152,885+212.6% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.5%+3.3pp |
| Annual return | 2.46% | 150.78%-148.3pp | 115.60%-113.1pp | 345.39%-342.9pp |
| Employer contribution / active EE | $3,764 | $6,370-40.9% | $5,613-32.9% | $4,763-21.0% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $13,350 | $13,122+1.7% | $10,843+23.1% | $11,598+15.1% |