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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 | $588,245 | $180,749+225.4% | $160,784+265.9% | $137,256+328.6% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 9.06% | 2234.46%-2225.4pp | 1803.92%-1794.9pp | 220.34%-211.3pp |
| Employer contribution / active EE | $4,831 | $4,155+16.3% | $3,733+29.4% | $4,156+16.2% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $26,742 | $10,397+157.2% | $9,717+175.2% | $12,270+117.9% |