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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 | $301,611 | $154,228+95.6% | $145,433+107.4% | $137,256+119.7% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 8.98% | 74.59%-65.6pp | 66.58%-57.6pp | 220.34%-211.4pp |
| Employer contribution / active EE | $1,555 | $4,804-67.6% | $4,554-65.9% | $4,156-62.6% |
| Participant deferral / active EE | $1,555 | $8,216-81.1% | $7,897-80.3% | $6,407-75.7% |
| Admin fee / account holder | $13,584 | $14,344-5.3% | $13,129+3.5% | $12,270+10.7% |