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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 | $277,733 | $178,174+55.9% | $156,181+77.8% | $137,256+102.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 3.77% | 84.19%-80.4pp | 64.87%-61.1pp | 220.34%-216.6pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,040 | $6,888-84.9% | $6,132-83.0% | $6,407-83.8% |
| Admin fee / account holder | $2,548 | $17,404-85.4% | $14,586-82.5% | $12,270-79.2% |