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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 | $303,035 | $202,342+49.8% | $172,753+75.4% | $152,909+98.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 11.30% | 1029.88%-1018.6pp | 803.00%-791.7pp | 345.46%-334.2pp |
| Employer contribution / active EE | $7,200 | $5,857+22.9% | $5,144+40.0% | $4,764+51.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,976 | $17,112-88.5% | $13,956-85.8% | $11,601-83.0% |