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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 | $312,477 | $175,259+78.3% | $149,723+108.7% | $139,487+124.0% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.4pp | 80.3%-8.9pp |
| Annual return | 9.90% | 166.82%-156.9pp | 134.50%-124.6pp | 373.84%-363.9pp |
| Employer contribution / active EE | $3,571 | $5,478-34.8% | $4,821-25.9% | $4,755-24.9% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $11,126 | $16,158-31.1% | $13,215-15.8% | $11,407-2.5% |