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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 | $290,235 | $169,356+71.4% | $129,406+124.3% | $145,897+98.9% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 6.94% | 14418.62%-14411.7pp | 9468.18%-9461.2pp | 552.29%-545.4pp |
| Employer contribution / active EE | $4,143 | $5,542-25.2% | $4,155-0.3% | $4,663-11.1% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,167 | $9,915-88.2% | $7,689-84.8% | $13,390-91.3% |