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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 | $544,790 | $176,105+209.4% | $159,474+241.6% | $167,536+225.2% |
| Participation rate | 71.4% | 85.0%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 9.70% | 331.91%-322.2pp | 263.68%-254.0pp | 478.82%-469.1pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,193 | $7,751-71.7% | $7,353-70.2% | $6,342-65.4% |
| Admin fee / account holder | $358 | $12,559-97.1% | $10,802-96.7% | $12,315-97.1% |