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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 | $217,392+47.6% | $185,818+72.7% | $167,497+91.6% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 3.14% | 148.37%-145.2pp | 122.06%-118.9pp | 478.62%-475.5pp |
| Employer contribution / active EE | $7,047 | $5,873+20.0% | $5,168+36.4% | $4,838+45.7% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,341-100.0% |
| Admin fee / account holder | $1,312 | $19,813-93.4% | $16,239-91.9% | $12,310-89.3% |