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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 | $281,628 | $135,956+107.1% | $123,894+127.3% | $273,972+2.8% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 3.18% | 56.63%-53.4pp | 47.52%-44.3pp | 41.46%-38.3pp |
| Employer contribution / active EE | $16,255 | $5,170+214.4% | $4,617+252.1% | $4,869+233.9% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $398,311 | $9,817+3957.2% | $8,357+4666.1% | $10,133+3831.0% |