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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 | $315,045 | $197,625+59.4% | $177,840+77.2% | $158,966+98.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -1.20% | 58.76%-60.0pp | 48.32%-49.5pp | 302.95%-304.2pp |
| Employer contribution / active EE | $19,859 | $6,698+196.5% | $5,919+235.5% | $4,762+317.0% |
| Participant deferral / active EE | $2,580 | $8,405-69.3% | $7,714-66.5% | $5,983-56.9% |
| Admin fee / account holder | $30,749 | $15,405+99.6% | $12,431+147.4% | $11,250+173.3% |