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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 | $397,591 | $175,212+126.9% | $149,682+165.6% | $139,427+185.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.72% | 166.63%-160.9pp | 134.35%-128.6pp | 373.27%-367.5pp |
| Employer contribution / active EE | $8,031 | $5,475+46.7% | $4,818+66.7% | $4,752+69.0% |
| Participant deferral / active EE | $0 | $6,520-100.0% | $5,681-100.0% | $6,711-100.0% |
| Admin fee / account holder | $791 | $16,150-95.1% | $13,210-94.0% | $11,404-93.1% |