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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 | $553,541 | $211,239+162.0% | $178,528+210.1% | $145,877+279.5% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 6.26% | 30.22%-24.0pp | 27.11%-20.9pp | 551.28%-545.0pp |
| Employer contribution / active EE | $3,375 | $4,570-26.2% | $3,950-14.6% | $4,663-27.6% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $6,278-100.0% | $6,691-100.0% |
| Admin fee / account holder | $26,192 | $12,095+116.6% | $10,419+151.4% | $13,402+95.4% |