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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 | $332,400 | $160,070+107.7% | $147,117+125.9% | $145,897+127.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.19% | 98.69%-91.5pp | 420.54%-413.3pp | 552.29%-545.1pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,001 | $8,419-88.1% | $8,065-87.6% | $6,689-85.0% |
| Admin fee / account holder | $15,131 | $15,035+0.6% | $12,993+16.5% | $13,390+13.0% |