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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 | $250,618 | $197,594+26.8% | $177,822+40.9% | $158,931+57.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 0.41% | 58.76%-58.3pp | 48.32%-47.9pp | 302.86%-302.4pp |
| Employer contribution / active EE | $8,957 | $6,697+33.7% | $5,918+51.4% | $4,761+88.1% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,982-100.0% |
| Admin fee / account holder | $4,522 | $15,400-70.6% | $12,428-63.6% | $11,247-59.8% |