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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 | $162,136+60.6% | $152,301+71.0% | $154,746+68.3% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 4.28% | 91.02%-86.7pp | 80.50%-76.2pp | 172.34%-168.1pp |
| Employer contribution / active EE | $1,973 | $4,890-59.7% | $4,624-57.3% | $4,379-54.9% |
| Participant deferral / active EE | $2,530 | $8,341-69.7% | $8,004-68.4% | $6,730-62.4% |
| Admin fee / account holder | $208,506 | $15,759+1223.1% | $14,398+1348.2% | $14,365+1351.5% |