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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 | $284,282 | $209,874+35.5% | $189,537+50.0% | $167,536+69.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 3.78% | 748.61%-744.8pp | 555.34%-551.6pp | 478.82%-475.0pp |
| Employer contribution / active EE | $24,283 | $6,913+251.3% | $6,161+294.2% | $4,839+401.8% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $356 | $14,299-97.5% | $12,048-97.0% | $12,315-97.1% |