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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 | $438,504 | $156,398+180.4% | $147,318+197.7% | $138,895+215.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.67% | 78.75%-69.1pp | 70.43%-60.8pp | 145.39%-135.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,920 | $8,237-76.7% | $7,906-75.7% | $6,396-70.0% |
| Admin fee / account holder | $76,114 | $14,976+408.3% | $13,708+455.3% | $12,562+505.9% |