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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 | $355,955 | $159,978+122.5% | $147,041+142.1% | $145,978+143.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.52% | 98.36%-92.8pp | 419.21%-413.7pp | 550.52%-545.0pp |
| Employer contribution / active EE | $2,117 | $5,288-60.0% | $4,935-57.1% | $4,662-54.6% |
| Participant deferral / active EE | $600 | $8,429-92.9% | $8,071-92.6% | $6,690-91.0% |
| Admin fee / account holder | $1,756 | $15,053-88.3% | $13,006-86.5% | $13,400-86.9% |