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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 | $348,253 | $171,865+102.6% | $149,718+132.6% | $147,585+136.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 8.29% | 2113.29%-2105.0pp | 1501.67%-1493.4pp | 578.56%-570.3pp |
| Employer contribution / active EE | $10,966 | $6,275+74.8% | $5,445+101.4% | $4,876+124.9% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,569-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,061 | $13,799-63.3% | $11,283-55.1% | $10,885-53.5% |