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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 | $427,322 | $202,342+111.2% | $172,752+147.4% | $152,897+179.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 6.30% | 1029.83%-1023.5pp | 802.97%-796.7pp | 345.43%-339.1pp |
| Employer contribution / active EE | $5,000 | $5,858-14.6% | $5,144-2.8% | $4,764+5.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $399 | $17,111-97.7% | $13,955-97.1% | $11,599-96.6% |