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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 | $320,901 | $217,432+47.6% | $185,851+72.7% | $167,553+91.5% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 3.14% | 148.43%-145.3pp | 122.11%-119.0pp | 478.89%-475.8pp |
| Employer contribution / active EE | $7,047 | $5,874+20.0% | $5,168+36.3% | $4,840+45.6% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,312 | $19,820-93.4% | $16,245-91.9% | $12,316-89.3% |