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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 | $175,259+126.9% | $149,723+165.6% | $139,487+185.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.72% | 166.82%-161.1pp | 134.50%-128.8pp | 373.84%-368.1pp |
| Employer contribution / active EE | $8,031 | $5,478+46.6% | $4,821+66.6% | $4,755+68.9% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $791 | $16,158-95.1% | $13,215-94.0% | $11,407-93.1% |