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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 | $264,817 | $157,296+68.4% | $141,191+87.6% | $152,897+73.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 5.20% | 64.34%-59.1pp | 71.41%-66.2pp | 345.43%-340.2pp |
| Employer contribution / active EE | $5,222 | $5,262-0.8% | $4,736+10.3% | $4,764+9.6% |
| Participant deferral / active EE | $1,500 | $7,111-78.9% | $6,710-77.6% | $5,851-74.4% |
| Admin fee / account holder | $4,446 | $12,125-63.3% | $10,264-56.7% | $11,599-61.7% |