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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 | $350,464 | $159,934+119.1% | $147,005+138.4% | $145,959+140.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.84% | 98.24%-92.4pp | 418.76%-412.9pp | 561.95%-556.1pp |
| Employer contribution / active EE | $20,000 | $5,287+278.3% | $4,934+305.3% | $4,661+329.1% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $13,808 | $15,053-8.3% | $13,006+6.2% | $13,398+3.1% |