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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 | $281,810 | $160,040+76.1% | $147,096+91.6% | $145,877+93.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 8.99% | 98.49%-89.5pp | 419.75%-410.8pp | 551.28%-542.3pp |
| Employer contribution / active EE | $2,279 | $5,289-56.9% | $4,936-53.8% | $4,663-51.1% |
| Participant deferral / active EE | $2,438 | $8,429-71.1% | $8,071-69.8% | $6,691-63.6% |
| Admin fee / account holder | $23,323 | $15,050+55.0% | $13,005+79.3% | $13,402+74.0% |