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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 | $284,317 | $227,399+25.0% | $189,758+49.8% | $198,609+43.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 2.91% | 61.03%-58.1pp | 52.62%-49.7pp | 202.70%-199.8pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,507 | $6,837-63.3% | $5,856-57.2% | $6,977-64.1% |
| Admin fee / account holder | $3,154 | $25,162-87.5% | $20,388-84.5% | $19,030-83.4% |