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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 | $316,751 | $176,105+79.9% | $159,474+98.6% | $167,536+89.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.35% | 331.91%-325.6pp | 263.68%-257.3pp | 478.82%-472.5pp |
| Employer contribution / active EE | $22,333 | $5,299+321.5% | $4,831+362.3% | $4,839+361.5% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,693 | $12,559-70.6% | $10,802-65.8% | $12,315-70.0% |