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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 | $251,268 | $225,673+11.3% | $203,872+23.2% | $155,188+61.9% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 4.99% | 95.91%-90.9pp | 85.11%-80.1pp | 148.84%-143.8pp |
| Employer contribution / active EE | $11,983 | $4,099+192.4% | $3,757+218.9% | $4,248+182.1% |
| Participant deferral / active EE | $0 | $6,893-100.0% | $6,388-100.0% | $6,531-100.0% |
| Admin fee / account holder | $14,784 | $12,327+19.9% | $11,730+26.0% | $14,480+2.1% |