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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 | $285,877 | $162,136+76.3% | $152,301+87.7% | $154,746+84.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 2.10% | 91.02%-88.9pp | 80.50%-78.4pp | 172.34%-170.2pp |
| Employer contribution / active EE | $5,000 | $4,890+2.2% | $4,624+8.1% | $4,379+14.2% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $25,000 | $15,759+58.6% | $14,398+73.6% | $14,365+74.0% |