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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 | $309,079 | $135,956+127.3% | $123,894+149.5% | $273,972+12.8% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 2.21% | 56.63%-54.4pp | 47.52%-45.3pp | 41.46%-39.2pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $360 | $6,343-94.3% | $5,984-94.0% | $5,287-93.2% |
| Admin fee / account holder | $12,832 | $9,817+30.7% | $8,357+53.5% | $10,133+26.6% |