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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 | $267,096 | $159,934+67.0% | $147,005+81.7% | $145,959+83.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -2.12% | 98.24%-100.4pp | 418.76%-420.9pp | 561.95%-564.1pp |
| Employer contribution / active EE | $8,333 | $5,287+57.6% | $4,934+68.9% | $4,661+78.8% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $314 | $15,053-97.9% | $13,006-97.6% | $13,398-97.7% |