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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 | $260,395 | $196,972+32.2% | $182,262+42.9% | $198,609+31.1% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 4.28% | 158.27%-154.0pp | 140.60%-136.3pp | 202.70%-198.4pp |
| Employer contribution / active EE | $1,973 | $5,364-63.2% | $5,046-60.9% | $5,055-61.0% |
| Participant deferral / active EE | $2,530 | $8,643-70.7% | $8,276-69.4% | $6,977-63.7% |
| Admin fee / account holder | $208,506 | $18,429+1031.4% | $16,712+1147.7% | $19,030+995.7% |