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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 | $319,042 | $148,629+114.7% | $135,982+134.6% | $139,487+128.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.47% | 79.33%-68.9pp | 68.32%-57.9pp | 373.84%-363.4pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,001 | $8,102-87.6% | $7,760-87.1% | $6,713-85.1% |
| Admin fee / account holder | $14,210 | $12,406+14.5% | $10,767+32.0% | $11,407+24.6% |